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If I transfer a client file from 2024 to 2025, then delete it, will I be able to do the transfer again at a later date?Asking because I saw in another post its ...
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Thank you all!I did completely miss the idea of stepped up basis, in which case the offer of "gift of equity" seems moot in the case of inheritance.However, acc...
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my understanding is that it would just be sold by the estate and proceeds distributed equally along with other financial assets.
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So I read the thread on a GOE post from April 2025.(parvitstax)In my case, a situation where the Will of the deceased grants an "option" to the designated benef...
