How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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There isn’t a way to make K-1s shorter or less complex. But advisors and clients can cut down on their workload by “bringing organization to the chaos of chasing down K-1s”, says Arch co-founder Ryan Eisenman.
As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions.
With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.