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Forbes
7mon
How To Avoid Faulty Advice On IRS Form 706 And The Portability Election
Some tax professionals have been advising their clients that filing the IRS Form 706 Estate (and Generation-Skipping Transfer) Tax Return is not necessary for a surviving spouse. The reality is ...
MOAA
6d
Surviving Spouse Corner: 2024 in Review
From participating in advocacy efforts and training seminars to increasing membership, the Surviving Spouse Advisory Council ...
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