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Tamim Mourad
 
Services for Individuals
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FAQ Tax Topics


Business Owner
Employee benefits and other issues
Home-based businesses
Incorporating a business
Insurance coverage
Noncompetition agreements
Partnerships
Raising capital
Starting a business
Transferring or selling a business
Valuing a business

Education Planning
529 plan basics
529 plan expenses and fees
529 plans and financial aid
529 plans: Making contributions
529 plans: Tax issues
Choosing a 529 plan
Opening a 529 account
Using or withdrawing 529 funds

Estate Planning
Estate and gift tax
Estate planning basics
Life insurance and estate planning
Trusts
Wills

Government Benefits
Medicare and Medicaid
Military benefits
Social Security

Investment Planning
Creating an investment portfolio
Investing basics
Mutual funds
Taxes

Personal Finance
Bankruptcy
Buying a home
Buying, selling, or leasing a car
Private mortgage insurance
Refinancing a mortgage
Selling a home

Protection Planning
Automobile insurance
Business insurance
Disability insurance
Health insurance
Life insurance
Long-term care insurance

Retirement Planning
Employer-sponsored retirement plans
Evaluating an early retirement offer
Health care issues
Housing issues
IRAs
Saving for retirement
Social Security

Special Situations
Career planning
Caring for an aging parent
Consumer protection
Divorce
Loss of a spouse
Marriage
Planning for travel
Raising a family
Remarriage
Sudden wealth
Terminal illness
Unmarried couples

Tax Planning
General tax planning
Tax credits
Tax deductions
Taxes and child support/alimony
Taxes and home ownership
Taxes and insurance proceeds


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