Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How does your ideal retirement differ from reality, and what can we do to better align the two?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.