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Death of a Taxpayer

When a taxpayer dies, there are certain returns that still need to be filed, a responsibility that falls on the personal representative.
 
Personal Representative
Under state law, a personal representative is the person appointed by a court to administer an…
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Capital Gains and Losses

Capital Assets
Most property you own and use for personal or investment purposes is a capital asset. For example, a house, furniture, car, stocks, and bonds are capital assets.
 
Noncapital Assets
A capital asset is any property held by you except the following…
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Business Use of Home

To take a business deduction for home office expenses, you must use your home under one of the following scenarios.
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Business Owners – Taking Money Out of a Business

When taking money out of a business, transactions must be carefully structured to avoid unwanted tax consequences
or damage to the business entity. Business owners should follow the advice of a tax professional to make sure financial
transactions are controlled and do not cause unanticipated taxation or other negative effects.
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2024 Tax Organizer Documents

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2023 Tax Organizer Documents

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