Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.