We have prepared a selection of frequently asked questions.
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Maurice La Verdure: Jun 1, 2023 9:36:37 AM
If you’ve received, or will soon receive a significant inheritance, it may be tempting to view it as “found money” that can be spent freely. But...
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Maurice La Verdure: Jun 1, 2023 9:26:01 AM
4 tax challenges you may encounter if you’re retiring soon Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle...
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Maurice La Verdure: May 3, 2023 12:32:40 PM
If you itemize deductions on your tax return, you may wonder: What medical expenses can I include? The IRS recently issued some frequently asked...
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Maurice La Verdure: May 3, 2023 12:19:32 PM
If you’re a crypto investor or user, you may have noticed something new on your tax return this year. And you may soon notice a new form reporting...
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Maurice La Verdure: Apr 10, 2023 12:32:41 PM
Building flexibility into your estate plan using various strategies is generally advised. The reason is that life circumstances change over time,...
