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...

Easy ways to personalize form letters

  • May 01, 2004

Standardized replies save you time but can cost you good will. Create templates and common paragraphs that you can pop into an e-mail or letter, then easily...

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.

Make the most of ‘quality moments’

  • April 01, 2004

Time management consultant Alan Lakein says there’s more to handling time well than just being efficient.You also need to be alert for “quality...

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...

Request an itemized invoice

  • December 01, 2003

Request an itemized invoice from your attorney when updating your will as part of your estate plan.

9 ways to improve collections, speed pay-ups

  • December 01, 2003

Making a sale is worthless if you never receive payment. Many companies make the fatal mistake in their collection process of either letting debtors off too easily or...

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