Archive for Blog

Will a Revocable Living Trust protect my assets from creditors?

  • March 18th, 2022
  • David Greene
  • Comments Off on Will a Revocable Living Trust protect my assets from creditors?

Many people are confused and sometimes misled about the differences in a revocable living trust and an irrevocable trust.  Many advantages are common to both, such as: (1) both will avoid probate if handled properly, (2) both will allow the…

What are acceptable proofs of filing a tax return?

  • February 16th, 2022
  • David Greene
  • Comments Off on What are acceptable proofs of filing a tax return?

There are five ways to file that the IRS recognizes as providing proof of time of filing. 1. USPS Registered mail – You must keep your receipt to prove time of mailing.  2. USPS Certified mail – You must keep…

Are the consumer computer programs used to prepare taxes as good as doing it yourself or hiring a tax preparer?

  • February 3rd, 2022
  • David Greene
  • Comments Off on Are the consumer computer programs used to prepare taxes as good as doing it yourself or hiring a tax preparer?

I have been asked this question several times already this year, so I am repeating the answer I gave to this question several years ago. Also, see my recent article from January 16.  If you have only W-2 income and…

HAPPY NEW YEAR

  • January 6th, 2022
  • David Greene
  • Comments Off on HAPPY NEW YEAR

I hope all of my readers had a very nice Christmas holiday and I hope you are looking forward to a New Year filled with hope and promise.  Of course, the way to make those hopes and resolutions come true…

MERRY CHRISTMAS

  • December 22nd, 2021
  • David Greene
  • Comments Off on MERRY CHRISTMAS

Welcome to Christmas Week.  I hope you are anticipating a joyful time of sharing with friends and family.  What does Christmas mean to you?  To me it means many happy memories of Christmas past and the anticipation of Christmases present…

HAPPY THANKSGIVING

  • November 23rd, 2021
  • David Greene
  • Comments Off on HAPPY THANKSGIVING

Well, it’s Thanksgiving week and I’m still trying to celebrate the Fourth of July!  Do any of you readers feel like I do – that this year is flying by so fast that you can’t keep up?  Maybe it’s because…

Headed for divorce? Here are some tax tips.

  • November 17th, 2021
  • David Greene
  • Comments Off on Headed for divorce? Here are some tax tips.

There are several things I recommend you do if you think you might find yourself going through a divorce, both for future tax audit sake and to make sure all assets are revealed.  First, copy all of your financial records…

What is a Grantor Trust?

  • November 9th, 2021
  • David Greene
  • Comments Off on What is a Grantor Trust?

To be a grantor trust, the trust must meet specific rules set out in the Internal Revenue Code. There are several but the one that is used most frequently is that the grantor retains the right to remove assets from…

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