by Royer Advisors | Dec 11, 2024 | Financial Planning, IRS Regulation
You could be subject to penalties and taxes and if you miss the deadline for rolling over an IRA distribution to another IRA or eligible retirement plan. However, if you have a valid excuse, you may be able to obtain a hardship waiver from the IRS, but applying is...
by Royer Advisors | Dec 11, 2024 | Business Plans, Court Rulings, Valuations
Akamai Techs., Inc. v. Limelight Networks, Inc., 2015 U.S. App. LEXIS 19848 (Nov. 16, 2015) In a protracted patent case, the defendant challenged the jury’s lost profits award to the plaintiff, claiming it relied on unsound expert testimony. The price disparity...
by Royer Advisors | Dec 11, 2024 | Financial Planning, Tax Planning, Tax Preparation
The Social Security system has been questioned by people for years. In June, the Social Security Board of Trustees released its annual report on the long-term financial status of the Social Security Trust Funds. It projects that the combined asset reserves of the...
by Royer Advisors | Dec 11, 2024 | Divorce Litigation, Fraud Prevention
Cash is the most difficult item to trace when a bankruptcy or divorce case involves embezzlement, fraud, defalcation, or hidden assets. It’s interchangeable and leaves no record of ownership or transfer if kept outside of the banking system. It’s very rare that...
by Royer Advisors | Dec 11, 2024 | Business Plans, Financial Planning, IRS Regulation, Tax Planning, Tax Preparation, Valuations
One of the best times to pause and review your financial planning strategy is Fall. A lot can happen in a year. You may need to revise your long-term financial plans if your personal life, market conditions or tax laws have changed. Here are some retirement and estate...
