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  • Sanctioned Disruption of the Banking Industry to Come

    For the most part the announcement from the Office of the Comptroller of the Currency (OCC) are painful boring. Sorry fellas. But this one looks like it could provide some innovative changes to the banking industry that...

    • Posted November 28, 2016
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  • How Can I Raise Funds to Help Without Reporting Them as Income?

    Question: Dear Steve, My daughter and two friends are going on a study abroad program in Spain. They all go to the same school and a teacher is accompanying them but the study abroad program is not...

    • Posted May 10, 2016
    • 1
  • Kickstarter Project Creator Nailed for Fraud

    In its first case involving crowdfunding, the Federal Trade Commission has taken legal action against the deceptive tactics of a project creator who raised money from consumers to produce a board game through a Kickstarter campaign, but...

    • Posted June 11, 2015
    • 0
  • My Crowdfunding Donations to Help a Sick Friend Are 1099-K Taxable Income?

    “Dear Steve, My friend’s mother was diagnosed with cancer and died within a few short months. As the end was nearing I started a GoFundMe page for my friend (age 24) who was to become the sole...

    • Posted February 4, 2015
    • 4