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About the Financial Planning category
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0
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2201
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August 31, 2022
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Give to my niece
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5
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142
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April 16, 2024
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Donation of stock in-kind to charity
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4
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117
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April 15, 2024
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Rental property and deductions
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1
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133
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April 10, 2024
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Form 1116 filled out on Turbotax 2023 results in a credit of a fraction of the taxes withheld
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1
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144
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April 9, 2024
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Tax Loophole on Annual Gift Limit?
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9
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329
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April 8, 2024
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Question about taxes on inheritance in the form of monthly payments from a trust
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8
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1091
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April 3, 2024
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How to know which ETFs will produce a K-1?
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5
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252
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April 3, 2024
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Accidental over-contribution to ROTH
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4
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210
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April 1, 2024
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Does attending meetings in New York count as “working” in NY and owing state income tax?
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9
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339
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March 29, 2024
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Inherited IRA RMD - 1st Year?
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31
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477
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March 22, 2024
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Dropping the umbrella?
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6
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208
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March 19, 2024
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Question on Past Refunds
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17
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414
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March 19, 2024
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Sale of Single-Family Rental and Depreciation Recapture
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1
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165
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March 15, 2024
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Self-employed income w/o 1099
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5
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254
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March 15, 2024
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Spousal IRA limits
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2
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166
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March 14, 2024
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Lone Term Stock loss vs. Long term stock Gain
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2
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326
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March 11, 2024
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Charitable Remainder Beneficiary Payments are taxable. Are they earned income?
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6
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195
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March 7, 2024
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Roth Conversion Article
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0
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209
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March 7, 2024
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Using AI for your taxes? I hope not
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1
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228
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March 7, 2024
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FIRPTA as a buyer of a residential LOT
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3
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245
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March 7, 2024
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Financial Planner Certifications
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3
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193
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March 6, 2024
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Capital Gains Exclusion for Unconditional Use of Property
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16
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1134
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March 5, 2024
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Form 5498 - But no activity
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15
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340
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March 3, 2024
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Carry Forward Loss, if I only need the standard deduction this year?
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8
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392
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March 3, 2024
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Have this book "Margin of Safety" Seth Klarman
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2
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773
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March 2, 2024
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Conversion to Roth IRA
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21
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1240
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February 21, 2024
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Am I Doing This Correctly?
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10
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369
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February 21, 2024
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Withdrawing contributions from Roth
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24
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494
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February 19, 2024
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Depreciation Recapture on Sale of Rental Property
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0
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209
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February 15, 2024
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