Category Archives: Individual Tax

Net Unrealized Appreciation Q & A

Net Unrealized Appreciation Q & A... And... Comments... COMMENT: When considering an NUA, an important consideration aside from whether you qualify, is whether you are disqualified. For example, you are allowed only one distribution in the…

Charitable Deductions

Charitable Deductions: Donations can reduce tax liability November 28th is known as #GivingTuesday or Tuesday of generosity. Therefore, it's important to know how this impacts your taxes. If you give money or property to a…

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