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Steven J. Cashiola, CPA
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Steven J. Cashiola, CPA
Services
Tax Planning
Real Estate Tax Planning
Estates & Trusts
Who I Serve
Insights
Resources
About Me
Contact
Services
Tax Planning
Real Estate Tax Planning
Estates & Trusts
Who I Serve
Insights
Resources
About Me
Contact
Missed the Form 706 Portability Election? IRS Relief May Still Be Available
Estate, Trust and Inheritance Tax Steven Cashiola 8/24/26 Estate, Trust and Inheritance Tax Steven Cashiola 8/24/26

Missed the Form 706 Portability Election? IRS Relief May Still Be Available

A missed Form 706 portability deadline does not always eliminate a deceased spouse's unused exclusion. Learn when Rev. Proc. 2022-32 provides five year relief and when a private letter ruling may still be available.

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Steven J. Cashiola, CPA

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