The author is a Norristown, PA tax and estate-planning specialist, and an editorial consultant to this magazine.
Does it make sense to treat my children unequally in my will?
Sometimes dividing your estate unequally among your children makes sense, but doing so also can cause lasting conflict.
Health savings accounts often can make sense financially
Are healthcare costs getting you down? Find out whether a health savings account might be right for you.
Break regular IRA into smaller accounts when doing Roth conversion
Thinking about changing to a Roth IRA? Learn whether it makes sense to create smaller accounts.
IRS may allow direct transfers from IRAs to charities
Want to make a tax-free donation to a charity? Find out how your IRA can help.
Healthcare reform law includes surtax on income
ACA includes a new tax on income. See whether you might be paying more taxes.
Tax rate on dividends may be raised next year
Discover whether the rumors about increased dividend taxes are true.
Roth IRAs: Get ready for 2010
Starting Jan. 1, 2010, you will have a new opportunity to accumulate wealth in a tax-free piggy bank.
Q&A: Too many credit accounts; social security after a divorce; splitting the homebuyer tax credit; tracking 'basis' on stock purchases; claiming a spouse's capital losses
Too much available credit can hurt your credit score.
Q&A: Is it better to make a charitable donation in stock or cash?
If you do not have stocks with gains, you are better off donating cash.
Q&A: Figuring out when the "kiddie" tax applies to your family
My daughter is a 19-year-old, part-time student in college. Are we subject to "kiddie tax"?
Q&A: Converting an IRA to a Roth
How can I convert my individual retirement account into a Roth IRA?
Q&A: What's the difference between a 529 and a Coverdell?
What is the difference between a 529 plan and a Coverdell Education Savings Account?
Q&A: Determining capital gains tax amounts
When I sell stocks, how do I know my basis in order to determine the capital gains tax?
Q&A: Madoff revisited?
It is extremely important that you receive proof that there are accounts holding your plan assets.
Q&A: Who should receive a deceased employee's benefits?
My nurse recently died and her beneficiary designation form states that her retirement plan assets should go to her former spouse. Since she completed the form years before her divorce, should I honor it?
Q&A: First-time homebuyer credit documentation
Although I filed my 2008 return, the IRS subtracted the $8,000 first-time homebuyer credit and sent me a letter requesting additional information. Does the credit still exist?
Q&A: What's a cafeteria health plan?
Adopting a cafeteria plan will allow you and your employees to not only pay health insurance premiums on a pre-tax basis, but also unreimbursed medical expenses, dental expenses, eye care, and pharmaceuticals.
Q&A: When to remit money for employees' 401(k) plans
Can I alter the frequency of when to remit money that is withheld from our employees' paychecks for the company 401(k) plan?
Q&A: What's an evergreen provision?
My lease recently expired, and I intend to move, but my landlord said that the lease automatically renewed for an additional year. He mentioned an "evergreen provision." What does this mean?
Q&A: Deducting a stock purchase
I recently purchased a medical practice by buying stock from the retiring doctor. My accountant told me that I am not able to take a tax deduction for my down payment or subsequent payments to the bank. Why?
Q&A: Dynasty trusts
My attorney suggested that I consider a "dynasty trust" to pass $2 million on to my heirs. What is a dynasty trust?
New tax breaks for retirement savings
Recent federal reforms provide a slew of perks for high-earners and their families.
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