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I am filing out the government form 433F. This form is

I am filing out the government form 433F. This form is filled out for sole shareholder of C corporation; does he have to indicate the corporate income and expenses in this form or does he have to show only his compensation from the corporation. If he does not need to report it, does the shareholder need to indicate some where in the form that he is the sole shareholder of the corporation?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

19,658 satisfied customers
Can you provide a CAGR calculator that will calculate more

Can you provide a CAGR calculator that will calculate more than 1 year? In my case I am looking to calculate for 4 years. I have found a good CARG calculator at https://financialengines.com/education-center/topics/calculators/investment-return-calculator/, but it is only for up to 1 year

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Mark Taylor

Certified Public Accountant

Masters

2,586 satisfied customers
This is a finance questions. How does a PRIVATE company sets

This is a finance questions. How does a PRIVATE company sets a value for its preferred stock when it wants to sell it to investors so that this type of stock represents an equity in the company and at the same time pays a dividend at a certain rate.

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

19,658 satisfied customers
My SEP-IRA had a value of $156,249 at end of 2015. How much

My SEP-IRA had a value of $156,249 at end of 2015. How much is the minimum withdrawal for 2015?

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Lev

Retired

Bachelor's Degree Equivalent

24,194 satisfied customers
Non-Profit organization. how can i enter journal entries

Non-Profit organization. how can i enter journal entries from brokerage statement that shows fair market value of securities went down but cash increased because of cash sweeps

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

19,658 satisfied customers
Lane. One more question on the past "immediate

Hi Lane. One more question on the past "immediate annuity" question. The person receiving the distribution will be 53 at the time of distribution on 2/1/16 but will be 54 on 8/25/16. Her beneficiary will be 55 at time of distribution but will be 56 by the end of the year. Thanks so much again for everything......I'm so sorry. She will be 54 and he will be 55 (not 56) by the end of 2016. I'm not sure how much this matters but wanted you to know......Jamie

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

19,658 satisfied customers
Lane. It's Jamie Eckard. I hope you had a great holiday

Hi Lane. It's Jamie Eckard. I hope you had a great holiday and New Year so far.- I have a financial adviser who asked me a question about one of his clients. I really want to help but don't know much about the question he has. It has to do with Rev Proc 72(t). The lady is 54 years old and wants to withdraw from one of her IRA's in SEPP (substantially equal periodic payments). She wants to take out $48,000/year for 10 years (this total is based on her life expectancy table) for a total of $480,000 but the present value of the IRA money she wants to use is $433,000.- The client has a total IRA balance of $1,100,000 but this is spread over several IRA's.- Does Rev Proc 72(t) apply to the total amount she has in "ALL" of her IRA's or does it just apply "ONLY" to the specific IRA she is pulling the $480,000 (PV $433,000) from over the 10 years.- I really don't have any experience with this and the guy just ask the question yesterday and needs some help by noon tomorrow so I wanted to get your opinion.- His company is pushing back on him about the using the total value of "ALL" IRA's so I'm trying to find him some verbiage or revenue rulings where he can use the "TOTAL" value of all IRA's in his calculation.- As always, thanks so much for any help you can provide in advance.- Thanks, ***** *****

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

19,658 satisfied customers
Write a 200- to 300-word description of the four time value

Write a 200- to 300-word description of the four time value of money concepts: present value, present value of an annuity, future value, and future value of annuity. Describe the characteristics of each concept and provide an example of when each wouldbe used

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PDtax

Owner

Master's Degree

7,368 satisfied customers
I just bought a home with a 288k mortgage and monthly

I just bought a home with a 288k mortgage and monthly payments of $1800 (starting 7/1), and a car that has monthly payments of $461 ($27,000 debt). I'm considering buying my second car now within a week of buying the 1st car and the payments would be around$650 ($38,000 debt). The only other vehicle I'm paying for is $224 for a mcycle. With a yearly income of 128k, my questions are - 1. Is is a good idea to buy the second car before my first payment for the 1st car? 2. My take-home pay is about 6k/mo, is buyingthe 2nd car a good idea at all? Maybe i buy it and exchange the 1st one for a cheaper car at a small depreciation cost? 3. Is selling a car before the first monthly payment a bad idea?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

19,658 satisfied customers
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