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  • I think there is a big opportunity to create an overview tax report for a client. It would show the base information about a given return - Total income, AGI, D...
    Jul 09, 2024
  • Several tools out there allow for the scenario of doing Roth IRA conversions from a current traditional IRA. Holistiplan and Right Capital both do this today. I...
    Jul 09, 2024
  • We have a vehicle entered in form 2106 and have the schedule C connected with it. But the mileage isn't flowing through to the Schedule C. Any ideas?Jared
    Feb 20, 2024
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