the three-year recapture rule
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Entries Categorized as 'Finances/Tax'
Excess alimony payments
May 18, 2004
Taxable, deductible
May 11, 2004
requirements for spousal support (alimony) to be taxable as income to the recipient and deductible to the payor
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Incident to divorce
May 4, 2004
Property transfers between spouses in connection with a divorce creates no gain or loss and no additional income
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Innocent spouse relief
April 27, 2004
the larger the benefit enjoyed by the petitioner, the less unfairness in paying something toward that benefit and the less likely the IRS will be sympathetic to the claim
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Filing jointly
April 20, 2004
If the parties are married as of December 31st, they may take advantage of their Married Filing Jointly tax status
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Who gets the dependency exemptions?
April 13, 2004
exemptions for children of divorced parents
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Head of the house
March 30, 2004
Head of Household filing status provides more favorable tax rates to an unmarried individual who maintains a household for certain dependents
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Talking cash
January 15, 2004
marriage and money
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Financial tips for the new year
January 8, 2004
seven ways to get your finances in order for 2004
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The IRS way to pay less tax
December 31, 2003
end of year tax tips
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Make Money in 2004
December 30, 2003
2003 has been a year of great growth for the economy and the markets, in stark contrast to 2002. How can you best take advantage of what we forecast for 2004?
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Where there’s a will, there’s a way
December 20, 2003
The key to creating harmony is the discussion
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Kippers
December 10, 2003
Some adult children regard parents’ money as a birthright and feel entitled to have at least some of it now.
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MiSDU
December 8, 2003
Michigan’s new child support system won’t be getting better any time soon
Posted in Finances/Tax 6 Comments »
Child support arrearages
December 8, 2003
Michigan as the 3rd worst state for collecting child support
Posted in Finances/Tax 3 Comments »
Avoiding identity theft
November 25, 2003
useful information on avoiding identity theft
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Why Dividends Matter
November 17, 2003
Dividend-paying stocks have appealed to investors since the beginning of equity investing. Historically investors judged a company’s dividend yield as a predicatable and tangible return compared with the uncertainties of earnings growth. Moreover, it used to be that investors could exempt a portion of those dividends for tax purposes.
Over time, however, tax legislation [...]
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Preparing for retirement
October 23, 2003
how prepared you are for retirement
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Six Secrets to Smart Investing
October 21, 2003
1. Set Goals
Determine how much you will need and when you will need it. Monitor your financial plan frequently and adjust as required, at least annually.
2. Start Now
Take advantage of the “magic” of compounding. While you may always have excuses [...]
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Urban legends
October 20, 2003
Urban Legends persist long beyond their actual lifecycle. Perhaps this is also the case with the core CPI concept. Evidence over the past five years suggests that the calculation and the application of the core CPI need to be realigned. see this site for more information on CPI and how we all [...]
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