lorenzo2’s Activity

Mon Mar 21


Boards Post

lorenzo2 replied to the Tax Strategies board. 11:34 AM

Re: Question About Living Trust & Taxes

My wife and I have a joint taxable account with Vanguard that holds a number of stock funds and bond funds. We are redoing wills and such, and the attorney says we should put our assets into a living trust in case tax laws change in the future. [more]

Fri Mar 4


Boards Post

lorenzo2 replied to the Spreadsheet Advice board. 10:09 AM

Re: Copying and pasting based on cell value

This thread has been most interesting, and there have been some clever solutions posted. I have nothing useful to add, but would like to make a general observation.

I have long believed that when you develop software, whether in a high-level [more]

Tue Feb 23


Boards Post

lorenzo2 replied to the Foolish Golf Tips board. 10:13 PM

Re: Rules question

Here's the rule (boldface mine)

13-4. Ball in Hazard; Prohibited Actions

Except as provided in the Rules, before making a stroke at a ball that is in a hazard (whether a bunker or a water hazard) or that, having been lifted from

Tue Feb 9


Boards Post

lorenzo2 replied to the Tax Strategies board. 5:56 PM

Re: General Tax Questions

My MIL is required to file, but because of medical and other deductions, she owes no taxes.

That's not what I'm getting at. If someone has no tax liability whatever and had no withholding or paid no estimated taxes, then obviously [more]


Boards Post

lorenzo2 replied to the Tax Strategies board. 4:17 PM

Re: General Tax Questions

$1000 owed (or more if can still avoid any penalty) is IMO the best situation.

Agree. On my personal return, I always aim to owe a modest amount, up to a few thousand dollars. Anything to avoid a penalty

The best situation [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2074
Recs Received 2817
People who have rec'd these posts 592
Recs to Posts Ratio (last 30 days) N/A
Threads Started 90
Threads Started Percentage 4.34 %
Most Frequent Board Tax Strategies
Very First Post Re: child care credit, car donation for head of (1/25/2001)
Percentage of Posts Rec'd 52.65 %
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