Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.