What to Do When Friends or Family Ask for Money

Posted February 17, 2013

Article From MoneyMatters.com

It’s natural to want to help friends or family members when they need financial assistance. But be careful. Money can drive a wedge into friendships and family relationships. And there are tax-related considerations as well. Continue reading.

Steve Barlotta CPA

Steve Barlotta has over 30 years of diversified experience in the public accounting industry. Steve Barlotta graduated Magna Cum Laude from Susquehanna University with a B.A. in accounting. In 1986, Steve Barlotta started his career with the “big four” accounting firm Deloitte Touche in New York City. Steve Barlotta founded Barlotta & Associates, LLP in 1996. In 2015, Steve’s firm merged with Richard Rausa & Associates, CPA, PA to form Rausa, Barlotta & Associates, PA.

What to Do When Friends or Family Ask for Money

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