Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Without your knowing, your investment portfolio could be off-kilter.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.