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No Margin For Error When Using IRA Rollover As Bridge Loan

No Margin For Error When Using IRA Rollover As Bridge Loan

Originally published on Forbes.com Mar 24th, 2014 If you take money out of an IRA and put it into another IRA within sixty days, you are not taxed on the distribution and don’t have to concern yourself with early withdrawal penalties even if you are one of those...
Do Some Looking And Thinking Before Signing Form 1040

Do Some Looking And Thinking Before Signing Form 1040

  Originally published on Forbes.com Mar 23rd, 2014 We are approaching that magical time when the signing of tax returns becomes a last second fire drill, particularly for the half of a couple, that is least involved in getting the return prepared.  I’d...
Building Repair Deductions – Thirty Per Cent Of What?

Building Repair Deductions – Thirty Per Cent Of What?

Originally published on Forbes.com Mar 14th, 2014 “All the toilets together perform a discrete and critical function in the operation of the plumbing system: is the best line that I could find in the ninety-odd pages of Regulation 1.263(a)-3 Amounts paid to...
Could You Make Tax Protester Theories Work For You?

Could You Make Tax Protester Theories Work For You?

Originally published on Forbes.com Mar 6th, 2014 For the most part the Tax Court has given up on tax protesters.  Telling them that their arguments are frivolous and sanctioning them more or less exhausts the Tax Court’s patience. Judge Ronald L. Buch is...

Lois Lerner Takes The Fifth Again – Political Theater?

Originally published on Forbes.com Mar 5th, 2014 House Oversight and Government Reform Committee Chairman Darrell Issa, R-Calif had Lois Lerner before his committee again.  She pleaded the fifth amendment again.  After he asked her about an e-mail from her lawyer, she...