Recent content by mrbluejay

Thanks for your reply. You are right, it could just be something on a spreadsheet and not an actual withdrawal of money. We have been asking my brother extensively what is the purpose and meaning of the spreadsheet and have received a clear answer. He has online access to our parents bank...

Thanks for your reply. I am trying to find out who actually has POA. I assumed it was the brother in Hawaii. I will ask my parents next time I speak with them.

Thank you for your reply. Sorry about my misunderstanding of POA's and Trusts, etc. This is all new to me. I need to clarify with my parents who actually has POA at this time. It does seem odd that my brother in Hawaii would have POA. In the Excel spread sheet there is a column of brother's...

They are in Hawaii.

My two other brothers and I live in California. I spent a lot of time with my visiting my parents and was there at the hospital when my mom was in the ICU. We wanted our parents to stay in California where we could easily visit them. My older brother from Hawaii convinced them to move to a...

California. Recently my mom of 89 years old fell and had a brain bleed. She required brain surgery and was in the ICU. My dad is 93 and has been diagnosed with dementia. My oldest brother flew in from Hawaii to visit my mom in the hospital. He has access to mom and dad's online retirement...

What is the name of your state (only U.S. law)? California I have a closely held California C corp of which I am the sole employee. I am filing the year 2008 form 5500-EZ for the Profit Sharing Plan Trust (of which I am the only participant). The trust has less than $100,000 in equity. Am I...

What is the name of your state? california My CPA forgot or otherwise did not file a 1099 reporting $33,000 in my 2007 personal income tax. I was notified by the IRS in March 2008 that I owe $8,042 in tax, $1608 in penalty and $777 in interest. He has agreed to pay the penalty but not interest...