
Chasing the lowest possible tax bill without understanding context often creates greater risk. True tax efficiency requires judgment, alignment with facts, and long-term perspective — not isolated tactics.
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IRS Publication 54 highlights critical compliance considerations for dual citizens, green card holders, and retirees receiving Canadian income while living in the U.S.
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Compliance ensures rules are followed. Judgment ensures decisions hold up. Modern accounting, tax, and audit demand both.
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