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While Interviews Can Be Conducted Over the Phone or Via

question 13

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While interviews can be conducted over the phone or via email, face-to-face meetings or Skype conversations are most effective.


Definitions:

Qualified Adoption Expenses

The necessary costs incurred during the process of legally adopting a child, which can be eligible for tax credits.

Retirement Savings

Money that has been set aside or invested with the intention of providing income or financial support during retirement.

Contributions Credit

A tax credit that may be received for certain contributions made to retirement accounts or charitable organizations, aimed at reducing the taxpayer's overall tax liability.

IRA

Individual Retirement Account, a saving tool for individuals to allocate funds for retirement with tax advantages.

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