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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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A quick look at how federal income taxes work.
Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...