Your approach sounds reasonable. You can always issue a subtle threat to file a complaint with the Better Business Bureau or file an unfavorable...

For non-citizens, the spousal marital deduction is limited to $185,000 (for 2024) indexed for inflation. Suggest you seek the assistance of an...

General rule of thumb is to max out your 401k and 403b contributions if you can afford to do that, as the money inside of these plans will grow...

POAs are NOT appointed over someone --- the principal gives an agent authority to perform certain actions on their behalf in certain situations. ...

This online forum is to provide answers to simple legal questions. You seem to be expecting someone to spend hours doing an in-depth analysis...

I recommend you NOT file an SS-8 --- not if you want to keep your job. If your employer is not withholding tax from your pay, the easiest thing...

You would be wise to use a preparer who can e-file your income tax return --- that way you won't have to rely on the US postal service.

Your situation is too complicated to analyze in an online bulletin board such as this. You need to consult an expert tax controversy attorney to...

Social Security cannot change your name. If you are moving back to New York state, you can petition the local court in the county where you are...

Your question is confusing. The only penalties assessed on inherited IRA's is a 25% penalty for failing to take the decedent's required minimum...