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IRS Complete 'Dirty Dozen' Tax Scam List
Each year the IRS warns taxpayers about the "Dirty Dozen" tax
scams. Prior articles in this newsletter have covered various scams, but
on February 17, the IRS...
Case of the Week
Dying to Deduct
Abigail was a wonderful and spirited 80-year-old woman. Even as an octogenarian,
she still worked in her garden, handled all of her finances and played
golf each weekend. In...
Private Letter Ruling
Decedent Given Extension to Elect Portability
Decedent 1 died on Date 1, survived by Decedent 2. Decedent 2 died on
Date 2. A personal representative was appointed to handle Decedent 2's
estate. In order for Decedent 2 to...
Article of the Month
Beneficiary Designations – Part IV
Introduction Alongside wills and trusts, beneficiary designations are
becoming increasingly popular as part of a complete estate plan. By simply
filling out a beneficiary...