• Ronald Latz

Planning opportunities for the final tax return

It is an emotional time when a person is near death. It is understandable that the family will not be focused on tax opportunities that can be lost if that person has tax credit and loss carryovers. These credits and carryovers do not survive as the estate is a separate tax entity. Please reach out to your tax professional before it is too late to maximize tax saving strategies as discussed in this article.


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