Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
It's easy to let investments accumulate like old receipts in a junk drawer.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.