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Wow! Thanks for that! Now I can see the first listed topic so at least I will now know if anything is new. Thanks again. I think you must be about the best moderator of any group. You are always so very helpful in so many ways. I genuinely appreciate you.

They have decided that now that they've invested in their first house together (they lived in a house the H bought before they were married that met his needs at that time) and will be there for some time and both are maxing out their 401(k) and 403(b) with matches at work and started a 529 for their 1-year-old (plus H has IBM stock from his parents' days at that firm) that their next investment should be in solar. They see that as a good return on their money based on the high electricity costs in their area, and spent time developing scenarios. (H rebuilds and races cars for a hobby, dating back long before the marriage. So, I think they want to invest in something that improves the house for all three of them, something more tangible than paper investments -- at least, that's how I see them acting!)

I consolidated the four pinned topics here in General Chat into links within one pinned post at the top that will allow more current posts to appear on your screen.

In general, if the sale of the C corp stock is a taxable transaction then the buyer retains the tax attributes of NOLs and tax credits, BUT iirc, there are some limitations like the acquired business can't be discontinued within a certain time period, and the NOL can only be applied to the future profits made within the acquired company and can't be used to offset profits of other activities of the purchasing company. Please do some additional research to check this if this is something you would consider suggesting to your client. Abby, are you thinking of the percentage the IRS wants to see for continuity in a merger set up as a tax-free reorganization?

I'd meant to say that eSign can be managed completely from the AssureSign site for NON-CCH/WK users. Yes, WK seems to be appearing on everything. And, my account number changed from my old six-digit number to a new ten-digit account number, which I haven't memorized yet.

You can make use of the "shared secret" and report the result in that client's Verifyle. YOU are doing the verification of your client's identity; it's not happening automatically by Verifyle. It may not be a big deal if you have only a few clients to use it, or once you get into a routine. I've heard that Verifyle has webinars and videos.