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When clients buy a vacation home in another state, they may not realize they're opening a hornet's nest of double income and estate taxation. It takes planning to establish residency in a single state.
Your clients think they're ready to purchase a vacation home—but are they aware of how this leap could affect their finances? Make sure they know the tax and investment implications of owning a second home before they sign on the dotted line.
Tax breaks and rental income can help you join the growing second-home crowd.
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