Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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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.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?