Case Study : Robert B.
Vern Moter
May 17, 2018

Case Study : Robert B.

Robert is a mortgage broker and receives all of his income as wages on a W-2. He has some non-reimbursed expenses that he deducts as well…

Read more
Case Study : Bill & Donna S.
Vern Moter
May 17, 2018

Case Study : Bill & Donna S.

Bill S owns commercial and multi-family residential real estate. His wife, Donna is a Marketing Director at a national technology firm. She has wage income, and…

Read more
Case Study : John & Julie E.
Vern Moter
May 17, 2018

Case Study : John & Julie E.

John E is an Engineer who sold his business in 2016, but will continue to work for the company for several years and receive his…

Read more