You are considering adding either Security A or Security B to a well-diversified portfolio. Security A has an expected return of 12%, a standard deviation of 20.9%, and a beta of 0.8. Security B has an expected return of 12%, a standard deviation of 10.1%, and a beta of 2. As a risk-averse investor, which security is the better choice?
February 3rd, 2024
I was a trustee and beneficiary of a pass-through trust for my mother's home. My mom passed away in 2011, and we sold her home on December 16, 2011. Do I need to file capital gains?
December 9th, 2024
I received a tax credit of $600 per month for four months in 2019 from the California Marketplace based on an estimated income, but I lost my job and switched to Medical insurance. Now, the IRS is asking me to repay the subsidy. Since I didn't make enough in 2019 to pay taxes, is there any way I can avoid repaying the IRS for the $600 times four payments they made in 2019 to subsidize my premium insurance plan?
May 12th, 2023
I had a home equity line of credit with Bank of America that was paid off either in 2019 or earlier. I can't find my records but need proof of the payoff. Can you help?
August 17th, 2024
As an employer and employee managing a defined benefit plan, do I need to include the contribution amount in the employee's paycheck when running payroll? Additionally, if I run payroll on January 5, 2021, but select a payroll period ending in December 2020, can I still deduct the expenses for 2020 tax year and file the necessary forms on time?
March 6th, 2023
Can a parent of a taxpayer be considered a dependent, and does it matter if they are a US resident? Additionally, are green card holders eligible for ACA subsidies if they are claimed as dependents?
July 11th, 2023