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Personal Planner

'Wait A While' Trust Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance process. Our children are now ages 35, 37 and 38. We might want to give them something during the...

Washington News

Healthcare Premium Tax Credit Reporting Under the Affordable Care Act (ACA), over 4.6 million taxpayers received a premium tax credit (PTC) in 2014 and 2015. In FS-2016-5 the IRS explained various healthcare tax credit requirements. The premium tax credit is...
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