My wife passed last November and listed me as a beneficiary to her flexible retirement annuity. I plan to enter a retirement center within a few years and will need cash in addition to my income later on as I need care. How should I accept the proceeds of this annuity? Transfer the policy to my name or take a lump sum to add to my savings?

July 8th, 2023

My wife filed our taxes a month ago without informing me, and I haven't received any refunds for the past three years. How can I find out if she has been receiving the refunds?

October 28th, 2024

As a sole member of an LLC hired as the Manager of a service business, would I be able to deduct all expenses including mileage, equipment cost, supplies, etc., on my LLC tax business return?

November 27th, 2023

I am in the process of getting my green card and have a work permit. I recently opened my first bank account in the US and have an LLC here. I am being asked to submit a tax form by an affiliate company, but I'm unsure which one to use. The options are W-8BEN for non-US individuals, W-8BEN-E for non-US corporations, and W9 for US individuals/entities. I am currently living in the US and have a US address, but I am not a US resident yet. Which form should I fill out, and will filling out the W-8BEN with my US address affect my status or require me to declare income in Mexico?

August 17th, 2023

I am moving to Arkansas at the beginning of the new year. Job offer is $217,500 W2 or $245,000 1099. Wanting advice if the 1099 option is worth doing? Married filing together. Will be on spouse's healthcare plan.

September 4th, 2024