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Surviving an IRS audit — tips for small businesses
Q: I own a small business in Philadelphia and deduct many business-related expenses on my taxes. All of my deductions are legitimate, but I still get concerned about being audited someday. How ca...
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Tax strategies for retirees
Q: Now that I’m entering retirement, I’m trying to plan for the best use of my assets while taking taxes into consideration. What are some of the things I should be considering to help keep my ta...
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Getting your children involved in saving for college
Q: We are a lesbian couple with two daughters in middle school. We’ve already been saving for them to go to college for years. As they approach high school, how can we help them begin to better u...
3 months ago | 0 0 comments | 0 0 recommendations | email to a friend
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Time to rebalance your portfolio
Q: It looks like my investment portfolio has shifted a bit from where it was at the beginning of last year. Is now a good time to rebalance it? A: I’m sure you’re not the only one with this is...
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Get ready for your year-end review
Q: I can’t believe it is December already! Is there anything specific I should be considering for my financial planning for year-end? A: First, let me wish a very happy and healthy holiday and...
5 months ago | 0 0 comments | 0 0 recommendations | email to a friend
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Is a Roth IRA conversion right for you?
Q: Someone mentioned a Roth IRA conversion to me. I’m not really sure how it works and if it makes sense for my retirement. Can you please help? A: In 2010, the rules for Roth IRA conversions ...
7 months ago | 0 0 comments | 0 0 recommendations | email to a friend
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Creating an effective giving strategy for your business
Q: I operate a gay-owned business and want to make charitable giving part of my business planning. Can you talk about how business owners can support local communities? A: First, I want to tha...
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Making your retirement checklist (and checking it twice)
Q: My partner and I are both still working, but we want to make sure we’re taking the right steps today to be prepared for our retirement. Can you offer us a list of items we should be considerin...
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Coverdell, custodial or 529? How to choose
Q: My partner and I have recently adopted our first child and we’re starting to evaluate our options to save for her future education expenses. We know there are several options available to us, ...
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Tips for maintaining a good credit rating
Q: I’m a gay man in college, considering applying for my first credit card. Up to this point I haven’t needed one. But now I’m thinking I need to start building a credit history. Is this a good i...
11 months ago | 0 0 comments | 1 1 recommendations | email to a friend
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