Dispel ‘phantom income’ on family loans

  • June 17, 2014

Suppose your adult child needs a helping hand to launch a new business or buy a home. Give the child a low- or even no- interest loan. As long as you stay within the...

ID stock shares for tax payoff

  • April 21, 2014

Due to a recent tax law change, a lot of the guesswork for computing capital gains on sales of securities has been removed from the equation.

Converting to a Roth? Give to charity, too

  • April 02, 2014

Depending on your situation, it may make sense to convert funds in a traditional IRA into a Roth IRA this year, with the promise of future tax-free payouts. But you...

How to fast track PowerPoint content

  • March 25, 2014

The problem with getting your initial content into a PowerPoint presentation is typing in the placeholders. Rather than settling for “good enough” in your...

Clear hurdles for Roth 401(k) rollovers

  • February 19, 2014

The latest “newfangled” retirement plan being pushed by the IRS is the Roth 401(k) plan. Typically, a company will add the Roth feature to an existing...

Does NUA transfer to a widow?

  • February 01, 2014

Q. My husband passed away last year. Can I benefit from the NUA on his company stock? A.A., Park Ridge, N.J. 

How to activate PowerPoint’s Animation Pane

  • January 30, 2014

Q. I want to apply a second animation, but every time I choose another animation, it gets rid of the first one. Did they take this ability away in the new version of...

Party Favor with PowerPoint

  • December 18, 2013

If you have a treasure trove of photos from the office or work site with which you’d like to create slideshow for your holiday gathering, it’s easy to do in...

Custom character styles in Microsoft Word

  • December 13, 2013

Does your company have a distinctive style of type for its brand? Do you find that you're always doing the same four or five formatting steps in Word to achieve that...