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Thank you for providing this information. I thought there may have been an exception for service members but the code section is clear on the limitation of one ...
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Client purchased duplex rental property in 2016 (property #1). Half was used as personal property and half used as rental. In 2021, client moved out of first pr...
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As I was inquiring about the child’s investment account, that's when the history of the life insurance came up and communications provided that this was release...
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Thank you very much for the update. I agree better planning likely would have made a difference. I’m surprised they didn’t consider any other available options ...
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Thank you very much for the update. That does make sense that it is now subject to taxes once these decisions were made in moving the funds to investments optio...
