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- Mutual Fund Tax Guide
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- Introduction to Trader Status
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- The Disturbing State of the Law
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- Mark-to-Market Accounting
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- The Section 481(a) Adjustment
- Guide to Capital Gains and Losses
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- Kids and College
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- UGMA & UTMA Custodial Accounts for Minors
- Custodial Accounts 101
- Advantages of Custodial Accounts
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- What Expenditures Are Proper?
- Custodial Account Used for Support
- The Minor’s Right to the Money
- UTMA Regret: When Custodial Accounts Turn Sour
- UTMA Regret: Strategies
- UTMA Regret: More Strategies
- UTMA Regret: Still More Strategies
- UTMA Transfer to a 529 Account
- UTMA to 529: Making the Transfer
- UTMA to 529: Quest for Control
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- 529 Accounts
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- Taxable Withdrawals and Penalty Rules
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