It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Want to do more with your wealth? You might want to consider creating a charitable foundation.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.