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  • Posted in: All member Forum

    Hi All, A client borrowed from his 401k and put it into his S corp. Is there any restrictions on deduction as business interest expense? I was reading somewhere that interest on 401k loan is not deductible at all if any portion of the 401k is elective ...

  • Posted in: All member Forum

    My 96 year old client cashed out an insurance policy in 2023 that was gifted to her by her parents in 1949. She received a check for $2020.00 representing face value of $1000.00 plus $1020.00 additional paid up life insurance. She received a 1099R this ...

  • Posted in: All member Forum

    Hi, I highly recommend Barnes and Thornburg, specifically-Paula Goedert Cozzi. She is the most reputable NFP lawyer in the country. Karen Tunney

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