Category Archives: Documentation

Living together doesn’t always get you benefits

The IRS has won one against folks who are dating and living together. A couple in Massachusetts were dating. She moved into his house that he had purchased by himself. They agreed to share in the expenses of the household, … Continue reading

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Keeping your financial records safe

I helped my mother move about a year ago. Prior to moving she wanted to clean out her file cabinet that had become so congested that it was coughing out papers every time you opened a drawer. She is a … Continue reading

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What’s the deal?

Have you ever loaned a friend or family member money for a business venture … did you ever get the money back…can you take a loss on your tax return? Well, the Tax Court reminded us in D.D. Hultquist, TC … Continue reading

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