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Accounting, Payroll & Pension Issues/Experts
| Expert | Average Ratings | Expertise |
|---|---|---|
AllenU.S.
Available
|
Pension questions ONLY. Pension, profit sharing, and 401(k) plan design, installation, administration and actuarial services; rollovers to Individual Retirement Accounts; taxation of retirement plan distributions | |
Shirley McAllister, CPP, PHRU.S.
Available
|
I can answer payroll questions, payroll tax questions, 401K questions. No stock option questions please and I have some knowledge of other pensions but am most familiar with the 401K pension. I can answer U.S.and Canada payroll questions proficiently and have a good general knowledge of UK and South Africa and some knowledge of Australia and New Zealand Payroll procedures. Please do not ask me homework questions I do not have time to answer them. | |
Paul Sid, CPA CFAU.S.
Available
|
I am a CPA and CFA with more than 20 years of assisting others to address a wide variety of tax and financial issues, including: (a) tax and timing for conversion of various retirement vehicles including 401(k), traditional IRA, and Roth IRA; (b) starting date considerations for social security benefits and related tax liabilities; (c) computation of book and tax basis, gains and losses on investments, §1031 exchanges; (d) tax benefits and deductions on principal residence, vacation homes, and investment properties; (e) acquisitions of business properties, computation of bonus depreciation, and MACRS depreciation; (f) tax as related to various martial issues, including dependences, noncitizen spouses, and divorce settlement; (g) review of college funding options and tax attributes; (h) tax computation and investment considerations for fixed and variable annuities; (i) tax considerations relating to gifting by parents and grandparents; (j) tax on employee benefits programs including retirement plans, health insurance, and other benefits; (k) tax on inherited assets including assets, insurance, and other assets.
Paul Sid, CPA CFA
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Arthur NamanU.S.
Available
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General accounting and bookkeeping questions. How to do monthly bookkeeping, how to prepare financial reports. How to reconcile accounts. I cannot answer questions pertaining to pension or retirement planning. This is not a forum to have homework answered. Please do your own homework. |
Recent Answers
2012-02-09 Payroll taxes:
One thing that is going on right now which does make a difference is the fact that the president passed a payday holiday bill which cut the Social Security amount withheld from 6.2% to 4.2% through the
2012-02-07 403b employer contribution:
Hi Christopher, You are correct. 403(b) contributions made to your account represent your assets and not the employer's assets. For employer's contributions, the transfers might not be immediate
2012-02-04 Early withdrawal of 401k funds:
Hi Darcy, Thanks for your question. One of the objective in financial planning is to establish an emergency fund. That was not done - but that is water over a dam. In general, I am not fond of
2012-02-04 Tax exemption on Lump Sum Dist.:
If the money is paid to you - it will be subject to federal income tax, state income tax (if you live in a state that has an income tax) and a 10% excise tax for money received before age 59 1/2. The trustee
2012-01-31 Partners as employees:
Hi Donna, You are very smart in thinking ahead and anticipating potential problems before they arise. Based on my questions, I believe that the IRS is more concern about certain issues: 5. Cash
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