Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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Bring these talking points to your annual meeting with your financial advisor to cover everything you want to discuss.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
It may help your business be better prepared in the event of the death of a principal or key employee.