05 Apr How long do I need to keep paperwork for these homes?
Some documents should be held onto far longer than others. ...
05 Apr What is considered annual income for the Senior Freeze?
Income is part of what determines your eligibility for this benefit. ...
04 Apr I’m getting severance pay. Can I still file for unemployment?
It will depend on the timing of the severance payments. ...
04 Apr My son’s ex wants his inheritance. How can I protect it?
A trust may protect funds from judgments and creditors....
01 Apr How do I report a coronavirus distribution on my taxes?
Tax on the distributions can be spread over three years....
01 Apr My ex took a 401(k) plan worth $170K. Do I have recourse?
Your divorce agreement should detail what happens to retirement accounts. ...
31 Mar Will we owe the ‘exit tax’ when we sell our home?
The so-called exit tax is really just an estimated tax payment. ...
31 Mar Can I use my IRA rollover as a 60-day loan?
If you miss the deadline, you could face taxes and penalties. ...
30 Mar We own two places. Will extra visit mess with residency?
It's important to understand differences between residency and domicile....
30 Mar Are state tax refunds taxed again on my federal return?
You may need to include the refund as income on the next year’s tax return....