IRA and Roth IRA early withdrawal exception

It is combined. Call the custodian and ask for each spouse, if applicable. Generally, they have good information. Good luck. Zaher Fallahi, Tax...

What do I need to do to clear probate notes?

You are advised to call the Local Bar Association for a probate lawyer. There are numerous issues that you shouldn't do it by yourself. Good luck....

My husband recently passed away. My vehicle is titled in both of our names. How do I trade it in or sell it?

Call the DMV and they will guide you. You will need the death certificate.

Can I use a dba name that was used by my former s-corp that is currently suspended by both sos and ftb in California?

Based on what you said, the corporation must be revoked, and may be available now for a new corp, unless taken by some else, and the same with...

Should I get an S-corp or LLC?

Based on that gross, no need to be a legal entity. From the IRS strategic viewpoint, have an S corporation when the gross exceeds $100 K. As...

Can I is a handwritten, notarized amendment to a family trust enforceable?

The terms of the trust controls, and chances are that the trust may not have such provision. Good luck. Zaher Fallahi, Estate Planning and Tax...

Do not take a big risk, consult a probate lawyer.

How long my dependent parents have to stay with me in USA to qualify for W-7 ITIN application

Examine the IRS depdency test, and use the W7 instructions. Chances are that you may have a not be able to claim them and you have "gift " issues...

From a tax perspective when is it better to move to Canada from USA?

To make a good decision, you should compare all US tax aspects provided by your US tax preparer to you Canadian tax aspects provided by a Canadian...

What are the implications of receiving a large property gift from a non-family member?

The donor’s lawyer should prepare the necessary documents to gift to you, your acceptance, new grant deeds for real prorpties, recording, etc. They...