Filtered by Tag: Tax
A number of properties are in the name of a non-active trust, such as the beneficiary home. Once that property is sold the trust is now required to provide an IRD number, are you prepared? Want to prevent that last minute panic? Talk to us, we can help.
We see a lot of data files and have noticed that many of them have some or all of the following issues. Without wanting to bore you to tears with all the details, here are five of the most common mistakes people make. Do any (or all) of the following resonate with you?