I inadvertently gave my SSN to an annuity salesman who is now pestering me. My stock broker believes he's a fraud. I'm 79 years old and a single woman handling my own affairs. What should I do to protect my bank accounts and other accounts from being accessed by him?

September 14th, 2024

If I prepare and submit original IRS tax returns and the corresponding California tax return after the IRS OIC (Offer in Compromise) is accepted, would that create a problem with the accepted OIC, especially if the prepared returns show less net income than the SFR (Substitute for Return)?

May 24th, 2023

Is the lead generation structure for my small business solid, where I provide raw leads to my colleagues via Keller Williams|FergusonGrant Real Estate with the following commission payout structure upon successful closing: $000.0 - $200K = 20%, $200.1 - $500K = 25%, $501.1 - $750K = 30%, $750.1 - $1M = 35%, $1.001M - $2.0M = 40%, $2.001M+ = 50%?

March 23rd, 2024

I was laid off from work and bought two existing franchises last year for a total of $400k, owner-financed with a down payment of $160k from my 401k and retirement fund using ROBS. My questions are: 1. How do I classify the $160k down payment? 2. Can I use the interest on the loan from the sellers as a business expense?

September 7th, 2024

If someone sold a single family rental property in 2018, what opportunities in opportunity zones are there, what needs to be done to defer the capital gains tax and until what date does the person have to invest in one of these zones?

August 28th, 2024