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Businesswoman drawing plans from home studio.

How do I help optimize my business finances for tax filing?
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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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A multigeneration family walking down a path

Asset titling: What to know about funding a trust
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High-rise buildings

How to get more from higher interest rates
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Housing complex with roof gardens.

Your real estate, heirs, and estate tax changes: What to know
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Senior couple taking a walk through their abundant orchard.

Selling a business: Income planning before the sale
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Senior couple seated on a yacht

Funding a big purchase: Should I sell assets or borrow?
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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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A businessman standing on balcony with city skyline in the background.

What to consider doing with the family business when you’re ready to retire
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Businessman standing in office looking out the window.

Geopolitical uncertainty and your investments: What to consider now
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A business is open sign.

Estate taxes on a closely held business under IRC 6166
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A row of luxury homes reflected in a lake.

The evolving math of buying and owning multiple homes
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