They are raising my Medicare premium by $374 because I sold my property, which was a one-time windfall. Is it disputable at all?

July 28th, 2023

I inherited my aunt’s property in 2021, which was appraised at $400,000. I am also cutting some timber worth around $194,000. What do I show on my 2021 and 2022 income tax returns, and how do I handle the taxes if the house sells for $140,000 before the first of the year?

October 16th, 2023

I haven’t received my statement of benefits yet. I am 69 years old and will be 70 in January. I have always received my statement before now, but have not received it this time. I do not usually do business online and don’t have an account. The wait on the phone was long, so I tried this. What should I do to get my statement of benefits?

June 9th, 2023

I’m 69 and will need to sign up for social security. I will be 70 on February 23rd, 2022. Should I sign up now or wait till after the 23rd of February?

October 3rd, 2024

A client sells life insurance and other financial products for a living. In insurance, there would be no cost of goods sold. He would be eligible for an SBA loan based on his gross receipts. Is there any special consideration in the insurance field that would influence him getting a loan and the amount of the loan?

January 13th, 2024