Get It Together!

Most major life events have significant tax consequences. Whether it’s selling your home, transferring funds from one retirement account to another, debt consolidation, getting married, getting divorced, adopting a child, having a baby, or a global pandemic, there may be a right way and a wrong way to handle it from a tax perspective.

The Internal Revenue Code is full of quirky rules; the tax savings obtained from professional advice will dwarf the fees in comparison.

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