lauriem33
  • lauriem33


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  • Any one familiar with Hometap shared equity agreements?

    A client is entering into a shared equity agreement with a company called Hometap.   Hometap is buying a...

  • Out of state pension taxable to PA?

    I have a client who was 63 at the end of 2009.  She moved to PA in 2008 but had previously lived and worked...

  • Heads up for NYC Corporations

    The NYC 4S may not be computing correctly.   On a corp with $6000 in NYC receipts, no profits or assets,...

  • SEP rollovers

    Can a SEP be rolled into a ROTH without a waiting period?

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