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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

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Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."