life changes

tax law

Alimony and Tax Reform: What You and Your Clients Need …

advising newly married tax clients

What Your Newlywed Clients Should Know About Taxes

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How to Help Your Clients Manage Student Debt

divorce tax obligations

10 Things You Need to Know About Divorce and Taxes

Savings

Exploring the Best Ways to Save for College

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Tips to Help Your Clients Pay for College

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Back-to-School Tax Tips for College-Bound Students

Homeselling

Tips for Homesellers: Getting Back to Basis

Succession planning

Succession Plan or Exit Plan: Whatever You Call it, You…

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Tax Return Triggers for Basic Estate Planning

Couple With Financial Advisor

To Claim or Not to Claim: When Should Your Clients Take…

Tax clients

Year-End Tax Tips for Your Clients Who Are Retired