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A row of luxury homes reflected in a lake.

Four considerations when buying more than one home
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Two businesswomen meeting in a conference room.

Taking a thoughtful approach to transitioning a business to the next generation
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Businesswoman seated across from client

Considerations for corporate executives before retiring
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Beach houses on a waterfront.

Questions you’re asking: What is considered a second home for tax purposes?
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Smiling senior man sitting with arm around woman on jetty by lake

Tax considerations when deciding on a state for permanent residency
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Housing complex with roof gardens.

Your real estate, heirs, and estate tax changes: What to know
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A business is open sign.

Estate taxes on a closely held business under IRC 6166
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Young woman examining the changes in the stock market at her office.

Tips for tax-efficient investing
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A business owner talks with key advisors

5 common regrets after selling a business – and how to potentially avoid them
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Two people holding pens point to printed financial information

How much cash should I have on hand now?
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Businesswoman drawing plans from home studio.

How do I help optimize my business finances for taxes?
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Two people view performance figures outside a well-lit upscale conference room

Bringing family members into your business – dos and don’ts
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