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While it may seem that there is a high barrier for entry, there are many resources available for advisors who deal with financial services abroad.October 22
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The agency finalized plans to stop the temporary procedures for Forms 1045 and 1139.October 19
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Some cash-strapped clients with high medical costs could really benefit from making this move.October 16
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At the center is a pledge not to increase rates on those making less than $400,000, and that various changes would only impact earnings above the threshold.October 14
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The CARES Act will play a critical role, according to Grant Thornton.October 9
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The agency began digging into the massive tax law addressing issues that needed immediate clarification.October 8
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Though notorious for being complex, they can be incredibly helpful in the hands of tax professionals who know how to use them.October 8
Senior product managerCanopy
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Like other firms, the bank's asset management unit has turned to an outside partner, 55ip, to give RIAs a tax-smart way to transfer assets into model portfolios.October 7
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Whatever the outcome in November, taxpayers and their advisors should prepare for changes, an expert says.October 6
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While the contributions aren’t deductible, distributions such as earnings are tax-free to the designated beneficiary if they’re used to pay for qualified disability expenses.October 5
