by Arthur Geffen | Mar 24, 2015 | Misc
Wow. Parents be careful. In Boulder County, Colorado, a 12-year old girl has been accused of trying to poison her mother on two different occasions after she took away the girl’s iPhone. An outrageously extreme reaction to a move that is pretty standard...
by Arthur Geffen | Mar 23, 2015 | Retirement Planning, RMD
A long time ago, I helped my dad set up his IRA account. Years later, after he had turned 70, I received an angry call from him. His tax person was telling him he was forced to take a distribution he didn’t want and, even worse, pay taxes on that unwanted...
by Arthur Geffen | Mar 18, 2015 | Income Tax
After you’ve itemized deductions on your income tax for a few years, you get to know the drill. You track charitable contributions—even the little ones—and know what unreimbursed work-related expenses are legit. But even experienced itemizers miss things....
by Arthur Geffen | Mar 17, 2015 | Estate Planning, Religion
A Will is a legal document that provides specific instructions as to how a person’s assets should be distributed upon his or her death. In today’s society, the monetary laws of the Torah have unfortunately been largely disregarded even within the Orthodox...
by Arthur Geffen | Mar 13, 2015 | IRS
THE INTERNAL REVENUE SERVICE WILL NOT PLACE CALLS TO YOU. DO NOT GIVE THESE CALLERS ANY INFORMATION. Multiple criminal groups may be responsible for telephone calls to 366,000 people by fake Internal Revenue Service agents who are trying to trick targets into...