Can my 83-year-old Chilean mother, who was married to my deceased Chilean-American father for over 25 years and never divorced, claim benefits from his Social Security, even though she never worked outside the home and their marriage was not formalized in the United States?

September 2nd, 2023

I started receiving Social Security benefits at age 62, with my benefit amount being half of my spouse's. I am now 73 and have no additional income or employment. Can you review my benefits based on my own income rather than half of my spouse's?

February 26th, 2023

If my spouse and I make a combined $47,000 per year and have no other sources of income, do we need to file taxes?

June 24th, 2023

I have a client who is a Canadian Citizen since 2008, purchased a condo in Montreal in 2013, lived there for three years, and then moved to the USA in 2017. The condo was partially rented off and on since 2017. Now she wants to sell the condo and needs to know the tax consequences in Canada. Since 2017, Canadian tax was not filed for the rental income. What are the tax implications and steps to address this situation?

January 22nd, 2023

What types of accounts are considered exempt from tax garnishments, and does having a trust listed as the beneficiary for all of my checking, savings, and investment accounts offer any advantages in this regard?

November 1st, 2023