Resources

Question:  I will be spending the winter months in my recently-purchased Florida home and residing the balance of the year in my Illinois residence. Can I claim Florida as my State of residence for...

Question:  Having reached age 70½ and begun my minimum required IRA distributions, I question the benefits of directly transferring my IRA funds to charitable organizations rather than making...

Question: Can I utilize funds accumulated in my Health Savings Account for living expenses during my retirement years?

Question:  I am selling stock of my corporation and reinvesting a portion of the sale proceeds in the purchasing entity. Is there a way to avoid reporting taxable gain on the reinvested proceeds?

Question:  I am the trustee and beneficiary of my deceased mother’s trust and failed to take distributions from the trust during the calendar year 2015.  Will all of the trust’s income be...