Topics started by Nathan Hodgens

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N
Rising Star
Nathan HodgensRising Star
asked in Ask a Peer

When to create couple organizations - under scenarios of divorces and MFS

Has anyone come up with a standard way to dictate when John & Jane Doe organizations are created?  We have a few clients that are divorced (but where we’d still want to keep that information and former spouse ready and available) and others that alternate between MFJ and MFS yearly depending on tax savings.  Any tips?

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N
Rising Star
1 year ago

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