Will Bradley Manning’s Gender Reassignment Be Tax Deductible?
On Wednesday, Army Pvt. Continue reading →Will Bradley Manning’s Gender Reassignment Be Tax Deductible? is a post from: New Asset Protection Blog - Asset Management - Asset Allocation
View ArticleClient Plan To Protect Owner-Financed Mortgage Receivable
One of my clients explained his plan to protect a mortgage he held as part of his owner-financing of his sale of an investment rental home. The debtor and his wife sold a house and agreed to finance...
View ArticleTemporary And Transitory Visit With (California) Residency
Residency determinations are relevant for purposes of marital dissolutions, education, probate proceedings, property tax determinations, voter?s registration and . . . income taxes. The CA FTB...
View ArticleFinancial Know-how Is Important For Both Personal And Professional Success
Personal finances can be really stressful, even the basics. Financial Know-how Is Important For Both Personal And Professional Success is a post from: New Asset Protection Blog - Asset Management -...
View ArticleVanguard: Investors Use IRAs As Money Market Parking Lot
Did you mean to leave your IRA invested in a money market fund?Vanguard: Investors Use IRAs As Money Market Parking Lot is a post from: New Asset Protection Blog - Asset Management - Asset Allocation
View Article4 IRA Tricks You May Be Missing
With the tax code approaching 75,000 pages in length, chances are you you’re probably not taking advantage of many tax laws in your favor. When it comes to your IRA there are a handful of little-known...
View ArticleDeferred Compensation As Exempt Wages
One of my clients inquired about the exemption of proceeds from a deferred compensation plan. He wanted to know if his deferred compensation was protected as either deferred wages paid to a head of...
View ArticleThe Roth IRA Mistake
How much can you take out of your Roth IRA tax-free and penalty-free?The Roth IRA Mistake is a post from: New Asset Protection Blog - Asset Management - Asset Allocation
View ArticleU.S. Supreme Court: Inherited IRA Is Not Exempt From Creditors
When an IRA owner dies and designates an heir, other than his spouse, as the beneficiary of his IRA the beneficiary acquires an “inherited IRA” from the decedent. The federal bankruptcy exemptions...
View ArticleAvoiding Tax Liability in Settlement of Mortgage Debt
I’ve written before that property owners who negotiate a waiver of deficiency judgment on property other than their homestead face potential income tax for forgiveness of debt unless they can prove...
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