Advisory
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Global Tax
By Maurice Bortzfield
Mission Matters
By Jamie Hansen, CPA, MSNM
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global Tax
The tax consequences of inheriting wealth are often far from straightforward. We’ve seen beneficiaries make well intentioned decisions that unintentionally increase their tax bill or reduce the long-term value of what they inherited. Here are some common tax mistakes to avoid.
By Maurice Bortzfield October 15, 2026
By Kristen Howze, CFP, EA
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