In 2017, a CA probate both spent $100k on expenses and withdrew $120k from the descendant's 401(k). The probate will close in 2018. Do we have to file a Form 1041 for the Decedent's Estate in 2017 or do we wait until probate closes in 2018?

October 10th, 2024

As a full-time employee with non-itemized taxes, my tax expert uses the Social Security allowance. I am wondering if retiring at the end of the year or continuing to work into 2018 and retiring with a couple of months left will affect my Social Security tax. Additionally, we sold our house this year and moved into a cheaper house.

October 9th, 2024

An employee allegedly spent a significant amount of money from my account on personal expenses, and I suspect she may have claimed these expenses as deductions on her personal tax return. How can I ensure she did not use these deductions for her personal taxes?

January 18th, 2023

What is the tax treatment for the sale of development rights, and is the tax payment responsibility of the Association Owners or the Association as a legal entity?

December 24th, 2023

I came into some money that I will not need for the next several years and I was wondering what would be the best thing to do with it, should I just put it in my savings account to build interest or invest it, if so, how do I go about doing that?

November 6th, 2024