Be prepared and make tax preparation a breeze! Imagine how beneficial
and stress-free it would be to not rush around last minute gathering
your tax info. You can begin by making a list of what's changed since
last year and gather your supporting docu...read more
The end of the year is more than just holidays, great food, and family!
It’s also the perfect time to make smart money decisions, take action to
reduce your tax liability and give yourself peace of mind! The following
links are filled with tips and s...read more
I would like to ask that after my 709gift tax return filed , certified
mail was mailed on 4/6/2024, the tracking of usps arrived at the MO
state facility on 4/9/2024 and has been displayed in transit and delayed
since then. It's 5/3/2024 now, and it'...read more
Other than filing a NJ State Return, what other documentation is
required to receive the refund. We recently sold a property with $0
capital gains. Thanks.
mdminutoPosted Wednesday
| Latest post yesterday by
fanfare
We have a client who has a joint brokerage account with her deceased
husband, reporting under his SSN. He passed in 2022 and the account was
never changed into an individual under her name/ssn. We are changing
that now, May 2024. She had a consolidat...read more