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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
In IR-2017-201, the IRS "reminds taxpayers there are things they should do now to get ready for filing season." With the continued effort by the IRS to make the...
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Case of the Week
Don Gregory, 60, is a very control-oriented businessman. In fact, his business philosophy is best summed up as "my way or the highway." While sometimes difficult...
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Private Letter Ruling
On Date 1, Decedent passed away and was survived by Spouse. In order for Spouse to elect to use Decedent's deceased spousal unused exclusion (DSUE) amount, Decedent's estate...
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Article of the Month
Many entrepreneurs and investors have accumulated substantial net worth related to their business and investment holdings. For years, these individuals have focused their...
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