Activity Feed
- Posts
- Replies
-
-
Client opened a 529 education plan for his grandchild. deposited $80K to the account in Sep 2024.then someone told him bcs it's more then $16K he needs to file ...
-
I searched for "C:\ProWin23\Forms" on all drives no luck
-
Thank you for sharing your experience🙏
-
Thank you for sharing your thoughtsDoes he (client) need the additional time to gather information? NoIs the client ready for the audit? Yes
