Archived
Is it illegal for a company not to withhold federal taxes from your paycheck or from a sale of stock options? what can I do?
Zaher's answer
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Answered on May 02, 2016
An employer is required to withhold certain taxes, including income tax from employees’ payroll. Some or all of exercise of options may be...
Archived
Can the above expenses come off my executors fee before I have to pay taxes on them?
Zaher's answer
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Answered on May 02, 2016
The expenses you mentioned are paid out if estate asset in addition to your fee. The information presented herein is for general purposes only. It...
Archived
Taxable interest on joint savings account can be paid by one of the account holders?
Zaher's answer
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Answered on May 02, 2016
If one is only nominee and not the real account owner, he should show the interest income on schedule B, and then exclude it as “nominee”, and the...
Archived
CAN I SUE HER FOR PENALTIES, INTEREST, AND THE FEES SHE CHARGED TO DO TAXES FOR THOSE TWO YEARS
Zaher's answer
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Answered on May 02, 2016
Consult a tax attorney, a CPA or another competent tax professional, to make sure the work done was not up to the professional standards. Then your...
Archived
Do I have a legal right to move into the river cottage and reside there permanently?
Zaher's answer
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Answered on May 01, 2016
Either through his trust or will which may have to be probated, you may will be entitled to 1/3. You can work it out among the three who should pay...
Archived
What can I do to insure that, once I die, the little bit of money I have goes to my children & not the pharmaceutical co.
Zaher's answer
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Answered on May 01, 2016
Sorry about the illness and I wish you well. Double check your beneficiaries on the life insurance policy and designated beneficiaries on the IRA,...
Archived
What is the best way to designate a beneficiary of my assets and accounts for when I pass on?
Zaher's answer
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Answered on May 01, 2016
Establish a living trust with specified beneficiaries and your cousin as the trustee. As an alternate or successor trustee, name another person or...
Archived
What are the best financial options for my son's inherited account as someone living oversees permanently?
Zaher's answer
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Answered on May 01, 2016
Your son who lives in S. Korea permanently, inherited an investment account in the US, right? If yes, he can transfer his money to Korea. The...
Archived
Is there any potential liability to the person/people who signs a document as a witness to my signature?
Zaher's answer
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Answered on May 01, 2016
You did not say liability for what. The information presented herein is for general purposes only. It is not intended to, and may not be construed...
Archived
I am a Loan officer with a client who is a Trustee for his mothers estate. he is a Grantor from what I can see from paperwork
Zaher's answer
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Answered on May 01, 2016
You forgot to ask your question. Good luck. Zaher Fallahi, Estate Planning and Tax Attorney, CPA (California).
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