Q: My daughter is switching jobs in a few weeks. She's accumulated about $20,000 in her 401(k) plan. Does her employer have to automatically roll the money into a Roth...
Do you run a business through two or more related companies? These days, it's not unusual for people to own multiple operations. But you could be inadvertently paying...
Sooner or later, you may decide to sell off your S corporation and retire. If you run a family shop, you may plan to sell your stock to younger family members who are...
Question: “We have several rental properties, and I track payments, late
charges, customer information, etc., on an Excel spreadsheet. Included
on the...
You never want your tax return to stick out like a sore thumb at the IRS. That's why it's good to know whether your deductions fall within the national averages.
If you took out a home-equity loan last year and injected the resulting cash into your pass-through business (sole proprietorship, S corps, partnership or LLC), you can...
Q: In a recent item in your newsletter, you said that sole proprietors, partners and LLC members can use the per-diem method for reimbursing meals and incidental...
Q: I received shares of Prudential stock a few years ago because I had converted a group policy to a personal policy. If I sell the shares now, do I have to pay tax on...
Issue: Some state rules seem to clash with federal rules over whether you can require employees to accept pay via direct deposit. Risk: By following your state law, in...
