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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Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.