Tax court decisionsPrivileged communicationDiscovery ruleAccountantsThe attorney- client privilege protects confidential communications pertaining to legal advice between a client and an attorney. Such communications include those between a client's attorney or a third person hired by the attomev and the ...
if an individual's income and assets are all in their spouse's name, a financial power of attorney may not be necessary. Likewise, if an individual has a living trust that appoints a person to act as a trustee, then a power of attorney may not be necessary. ...
KATE:Yes, robo advisors are cheaper thanfinancial advisors, but there's not an apples-to-apples comparison between the two types of services. Robo advisors offer a very basic asset allocation and investment service. Because of this very basic service offering, these companies can keep their costs...
That will involve paperwork and perhaps some additional cost to pay an attorney and/or your CPA to help you with the conversion, but it’s good to know you have options. You’ll find more business formation resources here. Compare Business Formation Services Form an LLC, corporation, or ...
The Bottomline: Talk to an Attorney If you're in doubt about the differences between alimony and child support, and your obligations regarding either one, adivorce attorneycan be an invaluable source of information. Even if you have yet to initiate divorce proceedings, they can advise you on ...
“The main attraction of a Roth IRA is the 100% tax-free withdrawal it offers,” points out Lyle Solomon, Principal Attorney atOak View Law Group. “You can withdraw from a Roth IRA account anytime you want, as you have already paid taxes for the invested funds. ...
Reports on the Tax Court's decision concerning the Bernardo case. Relationship between attorneys and clients; Type of communication; What doctrine on work-product stipulates; Why decision was interestin...
there can be significant tax ramifications with different investments. An astute financial advisor not only brings their expertise to the table, but also other key partners, such as a CPA or tax attorney, who can enable an investor to capitalize on these opportunities. While not impos...