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FinancialADVSR

Est. 2026Moves · Money · ManagementNew York

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Weekend Reading For Financial Planners (October 3–4)

Image: Kitces.com

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the IRS issued guidance and a revenue ruling drawing boundaries around what it perceives to be legitimate uses of the increasingly popular 351 exchange strategy. While the strategy as a whole…

Summary as published by Kitces.com
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