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Question: I own a stock portfolio which has appreciated significantly in value over the years. Can I transfer the portfolio to my aged mother and have her transfer it back to me upon her death so I can benefit from a step-up

Question:        I am planning to retire and give stock in my business to my children in the next few years.  While I am not expecting any payments in return, I want to continue my salary following my retirement. Can

Question: I have funds in a Roth IRA, a traditional IRA and my employer’s 401(k) plan. Is there a way to avoid selling retirement account assets at a loss as I near

Question: I loaned a sizeable sum to my daughter to enable her to purchase a residence.  While I expect to be repaid, there is no specific time for repayment and

Question:        I am a salaried employee and I also receive self-employment  income from a side business unrelated to my...