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“Home Sweet Home”

There is an old saying, “Home is where your heart is”. As we age, the idea of staying home becomes more and more important to us. I believe in this saying very strongly. However, I also believe that the physical location of ‘home’ may need to...

Gift Taxes: What Your CPA Doesn’t Know

Taxpayers who gave substantial assets to family members last year could be in for a nasty surprise this tax season: potential errors on federal gift-tax returns that could result in donors owing taxes on gifts they thought were tax-free. Part of the problem: Many...