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The Tax Professionals Blog · 446 articles

Employer Matching Strategy

March 11, 2026 · Lee Reams Sr., BSME, EA

Employer Matching Strategy

Employer matching can significantly increase retirement savings while providing valuable tax advantages. This article explores strategies...

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Home Sale in a Trust

March 04, 2026 · Lee Reams Sr., BSME, EA

Home Sale in a Trust

Can a homeowner claim the Sec. 121 exclusion if their residence is held in a trust? Learn how ownership rules, beneficiary rights, and tr...

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