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Interest Tracing Explained

6.16.22 | WealthManagement.com

Berdon Senior Principal, Veronique Horne, wrote an article for WealthManagement.com that covers how taxpayers can determine if the interest paid on a loan is deductible and how to use that information to boost tax savings. From her experience working with high net worth individuals and family businesses, Veronique is able to offer insight and show the benefits of working with a tax advisor who is well versed in interest tracing rules.

To read the full story and better understand how taxpayers can maximize their interest expense deduction, click here.