I’m a Tax Expert: 3 Records You Should Keep Indefinitely Once Your Taxes Are Filed
While it could be tempting to throw away documents after filing tax returns, doing so could put you at financial and legal risk. Maintaining certain financial records indefinitely can ...
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IRS key to digital assets this tax season 2025 (even if you didn't have one)
As tax season 2025 approaches, the IRS emphasizes the importance of addressing digital assets, even for those who haven't ...
Tax Record Retention: What Documents Should You Keep?
How long should you store tax returns, statements, and supporting documents? Learn about the IRS records retention requirements.
Charitable Remainder Unitrusts Offer Potentially Valuable Income Tax Deferral Strategies for Some Designated Beneficiaries
While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...