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Ask the Money Doctor


We've assembled a volunteer panel of qualified CPAs that have attained the Personal Financial Specialists (PFS) credential for comprehensive financial planning to act as Money Doctors and answer questions from consumers regarding their financial planning issues. The program is offered as a public service and is designed to help and protect consumers by providing guidance on basic financial planning issues.

Recent Q & A's

  • My husband & I own a tattoo shop (6yrs now) we are a sole prop with 2 contracted employees who are 1099'd. I am also self employed as a part-time self employed hair stylist...
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  • When forming a LLC Partnership and its time to pay your taxes. I understand that the taxes are a pass through, then on to the members. The members then pay their own taxes....
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  • I will be 70 1/2 in March 2017 and would like to consider QCDs as a result of the RMD requirements. Is it possible to have my financial planner arrange to divert IRA funds...
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