what clients want to know.
by barry j. friedman, cpa
industrynewsletters
real estate can be a great investment, and many people don’t know they can also put property into their iras. however, they have to be careful: one small mistake and an ira’s tax advantages disappear.
more: tariffs: what clients need to know now | how to talk to clients about ‘basis’ | basis: turning a common client question into new business | the w-4 time-bomb and what to do about it
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so what do you tell clients about the rules to follow to have a qualified real estate purchase?
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