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Author: debbiejordan

  • PFICs could have costly tax implications, laptop computer showing financial information

    June 26, 2020

    Understanding PFICs and Their Tax Implications

    Understanding PFICs and Their Tax Implications

    By Debbie Conley Jordan|Categories: Article, Private Clients & Individuals, Tax|2.5 min read|
  • gift from abroad of non-u.s. currency euros bank notes

    May 21, 2020

    Received a Gift from Abroad? IRS Rules & Form 3520 Guide

    Received a Gift from Abroad? IRS Rules & Form 3520 Guide

    By Debbie Conley Jordan|Categories: Article, Private Clients & Individuals, Tax|2.3 min read|

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“Insero" is the brand name under which Insero & Co. CPAs, LLP and Insero Advisors, LLC and its subsidiary entities provide professional services. Insero & Co. CPAs, LLP and Insero Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Insero & Co. CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Insero Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Insero Advisors, LLC and its subsidiary entities are not licensed CPA firms.

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