Professional Advisor Resources
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Case of the Week
Gifts from IRAs, Part 10
June 7, 2024
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on...
Gifts from IRAs, Part 9
May 31, 2024
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...
Gifts from IRAs, Part 8
May 24, 2024
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on...
Washington News
IRS States Direct File Is Permanent
May 31, 2024
On May 30, 2024, the Internal Revenue Service (IRS) announced the Direct File program will be a permanent option. The...
Free File Extended for Five Years - Direct File Decision Promised Soon
May 24, 2024
On May 22, 2024, the Internal Revenue Service announced a five-year extension of the Free File program. With Free File...
IRS Cautions Taxpayers About Tax Credits
May 17, 2024
On May 14, 2024, the Internal Revenue Service (IRS) published a consumer alert. The IRS warned taxpayers that there are...
