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A new type of potential charitable gift is Virtual Currency. And, this gift could be right around the corner now that the Internal Revenue Service has specified the many tax ramifications of Virtual Currency transactions. I’ll sometimes use...
WealthManagement.com Associate Editor Megan Leonhardt sits down and talks with Patrick Jinks, Director of Succession Planning and Acquisitions for Raymond James at the Raymond James National Conference for Professional Development in Washington, D...
Based on my observation of the tax filing (or extension calculation) season we’ve just completed, here are three ideas for better results the next time around. ...