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All About High Net Worth (2)

New Rules Allow Rollover of Funds From 529 Plan to Roth IRA

There’s good news for families who diligently save for their child’s education with a 529 plan. Thanks to legislation passed in 2022, this popular savings vehicle just got more flexible. Starting in 2024, unused funds from a 529 plan can be rolled over...
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Taxpayers Can Expect Changes as Key Tax Provisions Sunset

As we near the end of 2023, individuals may be surprised to learn of substantial tax provision changes sitting on the horizon. The tax provisions enacted in 2017 as part of the Tax Cuts and Jobs Act (TCJA) are sunsetting with the end of the 2025 tax year.
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Tax Credits for New Electric Vehicles Purchased In 2023

If you’re one of the half million Americans who purchased an electric vehicle so far in 2023, you might be eligible for a tax credit.
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Navigating Tax Issues Related to Short-Term Rentals

Short-term rentals are all the rage in real estate investing. With droves of vacationers and business travelers using Airbnb and VRBO to seek out homey, comfortable spaces that hotels don’t offer, short-term rentals can be an outstanding real estate...
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Home Energy Tax Credits: Do You Qualify?

If you updated your home in 2022 or 2023 to be more energy efficient, you might be eligible for one or more tax credits. Tax credits are an excellent way to reduce your tax liability.
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A Texas-Sized Fraud: Bookkeeper Embezzles $29M From Texas Family

Barbara Chalmers, 74, pleaded guilty in December 2022 to an embezzlement scheme of at least $29 million over the past decade. Ms. Chalmers was the bookkeeper for a charitable foundation and multiple companies run by the family of Jim Collins, a prominent...
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