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Prohibited Transactions Tax Planning

Lathrop GPM

[Webinar] Planning for Retirement Accounts that Outgrow Retirement - August 19th, 9:00 am PT

Lathrop GPM on

Lathrop GPM attorneys Allie Itami and Sara Hire will walk through key legal and tax considerations that arise when retirement accounts grow beyond personal retirement needs. From alternative investments to estate tax...more

Foodman CPAs & Advisors

¿Qué pasa si fondos han sido bloqueados o congelados debido a OFAC?

Si sus fondos han sido bloqueados o “congelados” por una institución financiera u otra parte debido a un posible enlace a sanciones administradas por la OFAC, puede calificar para solicitar una licencia OFAC específica para...more

Foodman CPAs & Advisors

What if Funds have been blocked or frozen due to OFAC?

If your funds have been blocked or “frozen” by a financial institution or other party due to a possible link to OFAC-administered sanctions, you may qualify to apply for a specific OFAC license to release blocked funds....more

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