Potpourri of Tax Topics

/Potpourri of Tax Topics

Revisiting a History of Marriage in the Tax Code, Part 1

By | July 20th, 2017|Categories: Potpourri of Tax Topics|Tags: |

Image courtesy of user "Olyssya" on Pixabay.com Back in 2014 and into 2015, I posted a multi-part series of posts about the history of marriage in the tax code. In 2016 I was asked to condense that series into a CPE presentation. Here are excerpts from that presentation. This series of posts will cover [...]

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Insolvency Calculation: What Does “Interest in a Retirement Account” Mean?

By | July 14th, 2017|Categories: Potpourri of Tax Topics|Tags: , , |

In this case, the term “interest” means “stake.” For example, if your 401(k) account has a balance of $15,000, you have a $15,000 “interest” in that account.

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3 Things About the Unknown Licensed Public Accountant

By | July 12th, 2017|Categories: Potpourri of Tax Topics|Tags: , |

Iowa is one of a small number of states that has a designation called Licensed Public Accountant.

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Managing Cash Flow and Working Effectively with Banks: Part 1

By | June 20th, 2017|Categories: Potpourri of Tax Topics|Tags: , , |

This is an excerpt from a presentation I give to business owners about managing cash flow and working effectively with banks.

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Does a Roth IRA Count as an Asset in Insolvency Calculation for Cancelled Debt?

By | June 16th, 2017|Categories: Potpourri of Tax Topics|Tags: , , |

Does a Roth IRA Count as an Asset in Insolvency Calculation for Cancelled Debt? Short answer is: yes.

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