lorenzo2’s Activity

Tue Jul 8

NL

Boards Post

lorenzo2 replied to the Foolish Golf Tips board. 11:26 PM

Re: golf course suggestions in D.C.

I live between Washington and Baltimore. Ok, closer to Baltimore, so mostly I play in that metro area. One nice course towards Washington is Blue Mash, between Laytonsville and Olney, MD. That may be further afield than you want to go - it's probably [more]

Fri Jun 13

NL

Boards Post

lorenzo2 replied to the Spreadsheet Advice board. 7:31 PM

Re: Excel

Or am I remembering wrong?

You're remembering right. Enter a -1 in some temporary location and copy it. Then select the list of numbers and Paste Special > Multiply, and all the selected numbers will be multiplied by -1. Of course, [more]

Wed Jun 11

NL

Boards Post

lorenzo2 replied to the Tax Strategies board. 1:09 PM

Re: basis question

If you don't make any other election when selling a stock that was purchased in multiple lots, you sell the oldest first.

Always used FIFO, even with mutual funds where average cost is usually readily available from the fund company. [more]

Tue Jun 10

NL

Boards Post

lorenzo2 replied to the Tax Strategies board. 9:35 PM

Re: basis question

You would have to read the trust (or pay an attorney to read it for you) to see what happens when the first spouse passes.

What you said: pay an attorney, probably the one who set this up. I've tried reading the trust, and it's [more]

NL

Boards Post

lorenzo2 posted to the Tax Strategies board. 6:00 PM

basis question

Hypothetical questions: Bob and Alice are married and have established a family trust, with the two of them co-trustees. The trust owns, among other things, a brokerage account (with stocks) and mutual funds. The income from the trust is reported [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2037
Recs Received 2709
People who have rec'd these posts 536
Recs to Posts Ratio (last 30 days) N/A
Threads Started 87
Threads Started Percentage 4.27 %
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 52.68 %
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