When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.