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My US client wants to move foreign stock of a public company in Switzerland (ZURN) to his Morgan Stanley DAF in 2023. The stock has appreciated over years and i...
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Thanks for the reply, really appreciate it!
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1040 USA client has $100k 1099-div taxed in Swiss currency at 35% gross. After some recovery net Swisstax is 15%. Can i use the gross Swiss 35% to use the HTKO ...
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IRS has exceptions for "Relatives who don't have to live with you", a person related to you in any of the following ways don't have to live with you, "Your chil...
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78 year old single mother pays over 50% living expenses for a 56 year old disabled son. Disabled son get SSI of $9,000 tax free but still less then 50% of livin...