In New York, how do I apply for Medicaid as a secondary after Medicare? What income qualifications are needed to get Medicaid as a secondary for a NY husband and wife filing taxes jointly?

December 7th, 2024

I have a 401k with a previous job with a little over $3000 in it. I am closing on a house on December 18th and may need to use some or all of that money for my closing downpayment. Can I do that as a financial hardship and not get penalized?

July 24th, 2023

I recently sold a rental property that was paid off. I owned the house with my ex, and after our divorce, I bought him out. What assessment of the house do I use to calculate the capital gains taxes: the original purchase price or the assessment when I bought out my ex?

September 13th, 2024

As a Dominican Republic citizen with no US citizenship or residency, I am about to be awarded a contract by a US company for translation services provided from abroad. They have requested an ITIN number, but I also have a US company with an EIN. Can I use this company to fill in the W-8 form, or is there another form I should use? Will I be withheld 30% of my income as US taxes, and can I file for reimbursement with the IRS?

November 6th, 2023

I need assistance with drafting a stock purchase agreement for my LLC, which is taxed as an S-Corp, located in New York. I have an informal offer from a buyer to purchase my LLC, and I am unclear whether I have 'stocks' to sell and how many. Additionally, the business has an outstanding EIDL loan backed by the SBA, and I am in conversation with the SBA about transferring that loan. What steps should I take to proceed with this sale?

May 31st, 2024