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 2019-04-15: No. 8

Housing Values

January 15, 2019
For years to come, we suspect the general trend will be that home values will change...
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Negotiating with an IRS Agent

January 15, 2019
Until they have been through one, most taxpayers do not realize that audits are fundamentally...
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Bungled Retirement Plan Loans May Be Curable with the Statute of Limitations

January 15, 2019
Long time subscribers know our attitude about retirement plan loans -- the rules have become so complex...
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Forms 1099-R and 945 are Due Jan. 31

January 15, 2019
If your retirement plan made distributions to employees or ex-employees...
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Differing State Tax Laws for Retirees

January 15, 2019
If You're Thinking Of Relocating In Retirement, Then Know How Each State Taxes Retiree Income...
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The Vital Importance of Consistent Annual Fee Increases

January 01, 2019
For Doctors Who Can Control Their Fees, A Sensible Increase That Gets Them To The Fair Level Where They Should Have Been In The First Place
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Overpaying Associates

January 01, 2019
If You Overpay An Associate, It Will Come Back To Haunt You
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How to Handle Some Tricky Patient Check Scenarios

January 01, 2019
Some Thoughts On Patient Checks
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The Rules for Deducting Mortgage Points

January 01, 2019
Points paid on loans to buy a new home or improve an existing one ...
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Obamacare Declared Unconstitutional

January 01, 2019
The Recent District Court Decision Declaring Obamacare Unconstitutional
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Stock Market Drop's Impact on Defined Benefit Plans

January 01, 2019
Effect Of The Stock Market Dip On Defined Benefit Plans
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DB Plan Investments

January 01, 2019
If Bonds Are Part Of Your Investment Portfolio, Then The Defined Benefit Plan...
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