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At what point do you have to file as a professional? I am investing for my family and managing several accounts. My payment is a smile. any ideas?
Also I do not expect to get any money after they die. The took care of me so I am taking care of them.

While brevity may be soul of wit, it sometimes leaves much confusion in its wake. "File" what as a professional? And what type of professional - tax preparer, investment advisor, other?

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