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  Oct 11, 2023

🔑 Understanding Estate Administration: Taxpayer IDs and Income Reporting After a Death

In estate administration, after someone dies, there are different taxpayers, with different tax...

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  Oct 04, 2023

Massachusetts Raises Estate Tax Exemption to $2 Million

On October 4, 2023, Gov. Maura Healey signed Bill H.4104 (An Act...

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IRS

  Sep 18, 2023

The IRS Status Page: What It Shows You and How It Can Help You

If you are a taxpayer (or tax preparer) in the United States, you...

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  Sep 15, 2023

🔑 Sample IRC 199A Rental Real Estate Safe Harbor Statement

On December 22, 2017, Congress enacted IRC § 199A as part of the Tax...

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Tax

  Sep 08, 2023

Resources on Metaverse and Web3 Taxes

How the metaverse and Web3 are creating novel tax issues, Ernst & Young,...

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IRS

  Aug 14, 2023

IRS Is Targeting Millionaires

In a recent post about an IRS release, I wrote, "The IRS...

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IRS

  Jul 20, 2023

IRS Imagines an Improved Online Experience for Taxpayers

The IRS says it is trying to serve all taxpayers better as it cracks down on millionaire tax cheats....

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IRS

  Jul 19, 2023

Resources on Rev. Rul. 2023-2

🚧Under Construction: I will add links to other articles. Please check back soon....

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  Apr 12, 2022

Biden Proposes Billionaire Minimum Income Tax in 2023 Budget, But It's a Gimmick

Despite the rhetoric, the purpose of the proposal is to get votes, not fix the country....

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  Apr 11, 2022

What Is the President's Budget?

A conversation starter....

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  Apr 01, 2022

Biden Administration Proposes to Limit GRATs

The proposals would make Grantor Retained Annuity Trusts riskier....

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  Mar 14, 2022

Survey Shows Taxes Encourage Migration from New York

Taxes can impact behavior....

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