About the Financial Planning category
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0
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2156
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August 31, 2022
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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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218
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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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393
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March 22, 2024
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Dropping the umbrella?
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6
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165
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March 19, 2024
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Question on Past Refunds
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17
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356
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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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126
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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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195
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March 15, 2024
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Spousal IRA limits
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2
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124
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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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218
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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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154
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March 7, 2024
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Roth Conversion Article
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0
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165
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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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190
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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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192
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March 7, 2024
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Financial Planner Certifications
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3
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154
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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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1085
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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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280
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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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259
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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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739
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March 2, 2024
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Conversion to Roth IRA
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21
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1181
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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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315
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February 21, 2024
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Withdrawing contributions from Roth
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24
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440
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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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173
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February 15, 2024
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1099-NEC for corporations?
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3
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175
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February 13, 2024
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More Charitable Remainder Trust
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0
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184
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February 11, 2024
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Charitable Remainder Trust
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3
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209
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February 5, 2024
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Withdrawal strategies to minimize taxes in retirement
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5
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298
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February 4, 2024
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Charitable Remainder Trust (for highly appreciated assets)
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0
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216
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February 3, 2024
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Spousal IRA - how much can we contribute?
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37
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516
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February 2, 2024
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The IRS free software: even if you could you can’t
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0
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236
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January 31, 2024
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Processing Amended Refund
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3
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242
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January 30, 2024
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