Question: Can I gift my house to my kid?
Generally, any property can be transferred inter vivos, or during life, to anyone that a tax payer desires. The question...
Business owners who use IRAs as cash reserve may want to consolidate IRAs – IRS to follow Tax Court ruling on IRA one-rollover-per-year rule
In Announcement 2014-15 the IRS indicated that it will allow only one tax free roll-over-per-year from all of a taxpayer’s...
Elder Abuse in San Mateo County – What to look for, who to call & the importance of the Power of Attorney for mom
Tonight the Peninsula Estate Planning Council welcomed San Mateo Deputy District Attorney Tara Heumann’s presentation on “Elder and Dependent Adult...