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Over 20 years of experience as a CFO, Controller and now Consultant to small businesses. Dealt with 401k, 403b, deferred comp plans, key man issues, disablity, business continuation plans, HSA plans and other benefit issues.
Management experience in Financial Services, Manufacturing, Media, Logistics. Taught graduate and undergraduate business courses.
MBA
| User | Date | K | C | T | P | Comments |
|---|---|---|---|---|---|---|
| Sharon | 11/29/07 | 10 | 10 | 10 | 10 | |
| Sherry | 11/19/07 | 10 | 10 | 10 | 10 | Thank you so much for your answer ..... |
| Phy | 11/12/07 | 10 | 10 | 10 | 10 | thank you for your quick and helpful ..... |
| Brenda | 11/11/07 | 10 | 8 | 10 | 10 | Thank you for your response. |
| robert | 11/08/07 | 8 | 10 | 10 | 10 | your answer was corect and in CA ..... |
Last one first, yes a rollover from a qualified plan to an IRA still protects the tax defferal. If you are sure that your parting with the State is forever, then look at your situation and at the alternatives
I'm assuming that this is a distribution from the estate. Given that you are still working, the questions I have are how much, what's your situation and from that what your options can be. If anybody
The basic rule of thumb is that it should be enough notice not cause hardship for employees. Many states that means a 60 day notice, given the size of the company. Most very small businesses are exempt
Start with Excel until you know what you are dealing with. For most small organizations Quickbooks will do fine. The other suggestion is once you know what you have, call a similar sized nonprofit
If you are doing it from total gross pay, it should be right. If you are only considering the allowance, it may be off for the tax bracket. What is he saying it should be? How sure is he? Just because
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