Would it be a good idea for a trustee of a Trust in Florida to purchase investment property for the trust on behalf of the beneficiaries using an LLC to protect the trust and as a tax shelter against creditors, or is it overkill?

October 29th, 2024

My daughter has inherited a property in PA worth $250,000. There is an inheritance tax of 4.5%. Is that applicable to the full value of the property, or is there a threshold on the taxable amount as in NYS of $6M?

January 11th, 2024

I have been waiting for my refund check for a month and a half. I am located in Erath, Louisiana, I am 54 years old, and I do not have any dependents. I do not file taxes because I am on SSDI and do not make enough money. How can I check the status of my refund and what should I do if it is delayed?

September 22nd, 2023

I am trying to access my TurboTax account online, but the username and password I have saved are not working. What should I do to recover my account and access last year's tax return for my financial papers?

March 24th, 2023

How can I get a copy of our 2022 federal taxes if I misplaced our original copy?

January 27th, 2024