Search results

Fast replies and firm deadlines are not quite the same thing here. A coordinator may be able to promise an acknowledgement within a day, for example, but cannot guarantee when a municipality, seller, notary or technician will provide the missing material. I would make the service commit instead...

Capital-gains treatment sounds like a future-sale issue, but it belongs in the buying conversation. Ask the adviser what acquisition and improvement records should be retained from day one, and how residency or use assumptions could affect a later disposal. No need to predict the tax now; just...