Why is IRS Withholding my Tax Refund?
Where is my tax refund already? I need it now!
Deducting Travel and Entertainment Expenses
You can treat tickets as either a gift or entertainment, whichever is to your advantage.
Writing Off a Tax Loss on a Franchise
Trying to cut your losses and sell your franchise? Here's an explainer on what you may be able to recover as a tax write-off.
401(k) Withdrawal Rules Can be Tricky
You lose the separation-from-service exception to avoid a tax penalty if you roll over funds to an IRA.
Capital Gains on Sale of Money Pit
The insurance settlement for the sinkhole and subsequent sale are treated as the sale of your home.
Workers' Comp From Agency Not Taxed
The general rule is that workers' compensation benefits are tax-exempt to the recipient.
Moving IRA Assets Under Divorce Decree
If you correctly transfer your IRA assets to your ex-spouse, it will not be a taxable event.
Disabled and Can’t Repay Retirement Loan
If the default is due to disability, would you owe a 10% penalty for the withdrawal?
Last-Minute Roth Conversion and Recharacterization Rules
In a Roth conversion, only the values in IRA accounts are considered in determining taxable income.