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Guitars and the Ever-Increasing Burden of Proof

I can guarantee any taxpayer that has gone through an audit, whether as an individual or a business entity, “was feelin ‘bout half past dead” at some point through the […]

QTIP Trusts a Useful Estate Planning Tool for Second Marriages

If you’re in a second marriage, or planning another trip down the aisle, estate planning can be complicated, especially if you have children from a previous marriage and your net […]

Retirement Plan Disqualification Can Trigger Serious Tax Problems

It’s not unusual for the IRS to conduct audits of qualified employee benefit plans, including 401(k)s. Plan sponsors are expected to stay in compliance with numerous, frequently changing federal laws […]

The Simple Pleasures – State Taxes and Federal Government Intervention

Yes readers, I know. You are concerned that instead of enjoying a beautiful spring day or the perfect cup of coffee, I am consumed with state and local tax issues. […]

The Tax Dangers of Providing for Employees in Your Estate Plan

If you’re an employer, you may think of your employees as family. But if you plan to provide for employees in your estate plan, watch out for unintended tax consequences. […]

Use Caution Navigating State Tax Credits

Just like the beautiful Sirens luring nearby sailors to a rocky shipwreck, those aimlessly navigating the waters of state tax credits can end up with a similar fate. The Sirens, […]

The Early Bird Gets the Worm…and May Save Some Tax Too

Now that the April 18 income tax filing deadline has passed, it is tempting to set aside any thought of taxes until year end approaches. But don’t succumb to the […]

Estate Plan Should Include Incapacitation Issues

Estate planning is often associated with death. But it’s just as important for your plan to address incapacity associated with illness, injury, advanced age or other circumstances. Unless you specify […]

State Tax Audits – Why Federal Conformity Has Me Waiting By the Phone

If you are of the belief that some earlier period of time was better or simpler than the present, the good old days of state taxation are probably something you […]