Calculating late charges in Excel

  • January 07, 2005

Question: “We have several rental properties, and I track payments, late charges, customer information, etc., on an Excel spreadsheet. Included on the...

Know the COBRA notice deadlines

  • June 28, 2004

Q: My wife was just laid off from her job. She was told she'd receive a package in the mail about COBRA health insurance. It's been more than a week, and it hasn't...

Roth conversion after 70 1/2?

  • May 31, 2004

Q: I still do some work as a consultant, but I must start taking distributions from my IRA before April 1 of next year. If I convert to a Roth IRA this year, can I avoid...

Accidental death benefits are taxable

  • May 03, 2004

Q: My husband died in an accident, and we received an accidental death benefit from his company's insurance plan. Is this benefit subject to estate tax? I'm receiving...

How average are your Schedule C write-offs?

  • April 19, 2004

You never want your tax return to stick out like a sore thumb at the IRS. That's why it's good to know whether your deductions fall within the national averages.

Can 72-year-old contribute to an IRA?

  • March 08, 2004

Q: I am 72 and work part time. I earned $15,000 from my part-time job last year. Can I contribute to an IRA for the 2003 tax year? D.W., Jacksonville, Fla.

Can S corp owners use the per-diem method?

  • February 09, 2004

Q: In a recent item in your newsletter, you said that sole proprietors, partners and LLC members can use the per-diem method for reimbursing meals and incidental...

First-time home buyer

  • January 26, 2004

Tap into your IRA without penalty pain Give boost to house-buying child   Unlock tax break for Roth IRAs

Tax basis on Prudential stock giveaway

  • January 26, 2004

Q: I received shares of Prudential stock a few years ago because I had converted a group policy to a personal policy. If I sell the shares now, do I have to pay tax on...