technology insights
How do you talk professionally on the phone?
10 tips for answering and handling calls professionally Promptly answer calls. The average ring takes 6 seconds. Be warm and welcoming. Introduce yourself...
Read Journal Category
Technology Insights
technology insights
Do you have to file a 1041 for a revocable trust?
Revocable estates are still owned by the trustee, so they generally do not require a Form 1041 to be filed. If the trustee becomes incapacitated, and a re...
Read Journal
technology insights
Do you have to pay taxes when you inherit money from a trust?
For income taxes, it’s important to realize that assets in a trust will not receive a step-up in income tax basis if they were not included in the deceden...
Read Journal
technology insights
Can a gifted property be sold without the consent of the donor?
Yes, the property received under Gift Deed can be sold. However, in the case of the registered Gift Deed, donor and donee both need to acquiesce for revoc...
Read Journal
technology insights
How does solar tax credit work in NC?
For homeowners, the program offers a $0.60/Watt rebate for systems up to 10 kilowatts. An average 6 kilowatt (kW) system would be eligible for a rebate of...
Read Journal
technology insights
What was the IRS Form 1040 for 2001?
2001 Form 1040 1040Department of the Treasury—Internal Revenue Service U.S. Individual Income Tax Return For the year Jan. 1–Dec. 31, 2001, or other tax y...
Read Journal
technology insights
What items are FSA eligible 2021?
These Health FSA-eligible items are now also available without a prescription, thanks to the CARES act: Acne medication and treatments. Antacids and acid ...
Read Journal
technology insights
Can Americans live in Baja Mexico?
Approximately 1.5 million U.S. citizens live permanently in Mexico and many have put down roots in Baja California’s coastal cities, such as Rosarito Beac...
Read Journal
technology insights
How do you manage money when you are broke?
Budgeting When You’re Broke Avoid Immediate Disasters. Review Card Payments and Due Dates. Prioritizing Bills. Ignore the 10% Savings Rule. Review Past Mo...
Read Journal
technology insights
What is contribution in non profit organization?
Simply, a contribution is a gift of funds, typically with no stipulations (though more on that later), frequently given by individuals. A grant is funds a...
Read Journal