Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.