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Paul – FS Concierge
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Hi and welcome to Flying Solo [USER=117999]@Missy1978[/USER]

By the tone of your post, I suspect you know that you can’t afford any mis-steps here.

For that reason, I think seeking paid tax planning advice from an Accountant is your best course of action.

We have some very good Accountants who are members of Flying Solo.

I have moved your thread to Money Matters because that is where most of the Accountants hang out.