David J. Schiller, JD

Sometimes dividing your estate unequally among your children makes sense, but doing so also can cause lasting conflict.

Are healthcare costs getting you down? Find out whether a health savings account might be right for you.

Thinking about changing to a Roth IRA? Learn whether it makes sense to create smaller accounts.

Want to make a tax-free donation to a charity? Find out how your IRA can help.

ACA includes a new tax on income. See whether you might be paying more taxes.

Discover whether the rumors about increased dividend taxes are true.

Starting Jan. 1, 2010, you will have a new opportunity to accumulate wealth in a tax-free piggy bank.

Too much available credit can hurt your credit score.

If you do not have stocks with gains, you are better off donating cash.

My daughter is a 19-year-old, part-time student in college. Are we subject to "kiddie tax"?

How can I convert my individual retirement account into a Roth IRA?

What is the difference between a 529 plan and a Coverdell Education Savings Account?

When I sell stocks, how do I know my basis in order to determine the capital gains tax?

It is extremely important that you receive proof that there are accounts holding your plan assets.

My nurse recently died and her beneficiary designation form states that her retirement plan assets should go to her former spouse. Since she completed the form years before her divorce, should I honor it?

Although I filed my 2008 return, the IRS subtracted the $8,000 first-time homebuyer credit and sent me a letter requesting additional information. Does the credit still exist?

Adopting a cafeteria plan will allow you and your employees to not only pay health insurance premiums on a pre-tax basis, but also unreimbursed medical expenses, dental expenses, eye care, and pharmaceuticals.

Can I alter the frequency of when to remit money that is withheld from our employees' paychecks for the company 401(k) plan?

My lease recently expired, and I intend to move, but my landlord said that the lease automatically renewed for an additional year. He mentioned an "evergreen provision." What does this mean?

I recently purchased a medical practice by buying stock from the retiring doctor. My accountant told me that I am not able to take a tax deduction for my down payment or subsequent payments to the bank. Why?

My attorney suggested that I consider a "dynasty trust" to pass $2 million on to my heirs. What is a dynasty trust?

Recent federal reforms provide a slew of perks for high-earners and their families.