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No Joint Filing For Married Gays

Published January 8, 2009, 3:27 pm, Gay City News

Despite Governor David Paterson’s directive last May that state agencies accord full recognition to gay couples married out-of-state, New York tax authorities are taking the position that joint filing by such couples will not be allowed on state tax forms.

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Be careful when picking beneficiaries – for their sakes

Published January 2, 2009, 5:49 am, Bluffton Today

Inheriting IRA or 401(k) proceeds can be a potentially huge windfall, but it can also be a sizable tax headache. For both the giver and the recipient, it’s worth getting some advice. Bank accounts, stocks, real estate and life insurance proceeds generally pass to heirs free of income tax.

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