How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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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.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.