Why do some people receive more than $800 in Social Security benefits, and could I potentially qualify for a higher amount?

August 14th, 2024

How do I confirm my identity to receive my stimulus checks?

December 10th, 2024

Where is my refund? I am 59 years old with a 9-year-old dependent. I am still waiting for my refund.

January 23rd, 2023

I’d like to quit claim half of my rental property into my son’s name or his business name. How do I do that? The property was purchased on a 1031 exchange and is currently in my business name.

February 11th, 2024

A dual US-French citizen client and his wife, who are living in the US, are taking care of their 45-year-old handicapped daughter who is on a Green Card. They want to pass assets to their daughter to provide for her care upon their death. The assets are in the US, and it's likely their daughter would move back to France after their death. They are considering setting up a Trust managed by a third-party trustee in the US, which would include liquid assets and the family home. Upon their death, the trustee would distribute income to the daughter for her care, and upon her passing, the remaining assets would go to her sister. They need guidance on gift, estate, and income taxes and legal ramifications in France, specifically whether the trust setup in the US would qualify under French law and how it would be taxed.

March 12th, 2023