California Tax Attorney Blog: Taxation & Estate Planning

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Taxation & Estate Planning

California Tax Attorney Blog

Covers tax controversies and tax problems involving the IRS and California Franchise Tax Board, as well as California probate, business transactions and estate planning matters.
By Mitchell Port

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Last Entry: November 19, 2009 at 08:31:21

California Tax Service Center

Posted on November 19, 2009
California tax news here....

California Probate May Be Avoidable

Posted on November 17, 2009
Two techniques for avoiding California's probate procedures are discussed here. The first is use of the Heggstad petition and the second is the "13100" form available for cash and property held by a third party that is valued at $100,000 or less.

SCINs, GRATs and IDGTs

Posted on November 13, 2009
Here is a brief overview of topics covered by the Wall Street Journal about using the current low interest rate environment to your estate planning advantage. Death and taxes: delayed and minimized.

What Is A Qualified Disclaimer?

Posted on November 11, 2009
Qualified disclaimers: An overlooked and effective postmortem estate planning tool.

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Los Angeles Superior Court

Posted on November 09, 2009
Have a Los Angeles court appearance and need an address? Here is a list of over 45 Los Angeles County Superior Court locations....

Decline Executor's Fees

Posted on November 05, 2009
Waiving your executor's fees earned in a California probate - not unheard of!

California Wills: Myths

Posted on November 03, 2009
About a week ago, USA Today ran an article entitled "5 Myths About Wills, and What You Should Do". These myths apply in California and ought to result in contacting a knowledgeable estate planning attorney about what can be done....

Death And Debts

Posted on October 30, 2009
Usually, California law says you are not liable for your parents' debts when they die. Some exceptions to this rule of thumb are....

Estate Tax Deductions

Posted on October 27, 2009
Final federal regulations relating to the amount deductible from a decedent?s gross estate for "claims against the estate" under section 2053(a)(3) of the Internal Revenue Code have been made.

California's Tax Preparers' Mistakes On Our Tax Returns

Posted on October 22, 2009
The IRS is interested in what are the top mistakes on individual income tax returns filed on paper and by e-file. Errors are categorized by whether you filed Form 1040EZ, 1040A, or 1040. 1. We computed your recovery rebate credit...

Choose Your Tax Preparer Wisely

Posted on October 19, 2009
Finding qualified tax professionals when you need help preparing and filing your tax returns is very important. Tax preparers who are unqualified may overlook legitimate deductions or credits that could cause you to pay more tax than you should. Unqualified preparers may also make mistakes causing you to incur penalties, interest and perhaps additional tax...

How Can I Get A Copy Of That California Living Trust?

Posted on October 15, 2009
Who should get a copy of your California living trust? In a previous blog, the California Probate Code was quoted as follows: "When a revocable trust or any portion of a revocable trust becomes irrevocable because of the death of...

Avoiding Living Trust Scams

Posted on October 13, 2009
You may have gotten a call, a visit to your door, or a postcard offering you more information on California living trusts....

Free Legal Information In California

Posted on October 09, 2009
The State Bar of California has free pamphlets on its website covering various topics. My favorite three are "Wills", "Estate Planning" and "Living Trust". Pamphlet topics also include....

Top Delinquent Taxpayers In California

Posted on October 07, 2009
California published its annual list of the top delinquent taxpayers. See whose on it....

IRS Updates Mediation Procedures

Posted on October 05, 2009
Effective today October 5, 2009, the IRS's Appeals administrative process now has updated mediation procedures available for cases in which a limited number of legal and factual issues remain unresolved following settlement discussions in Appeals. Mediation now seems better than before.

Tax Quotes

Posted on October 01, 2009
I like to pay taxes. With them I buy civilization. ~Oliver Wendell Holmes, Jr. The income tax created more criminals than any other single act of government. ~Barry Goldwater The taxpayer - that's someone who works for the federal government...

Can't Find The California Will? Lost? No Will At All?

Posted on September 29, 2009
Here are some resources when dealing with a lost California Will or the absence of a California Will altogether....

What Is The Tax Auditor Looking For?

Posted on September 24, 2009
The IRS Audit Techniques Guides focus on developing highly trained examiners for a particular market segment. Learn what a tax auditor will be looking for when examining your business before the audit begins.

New Deadline For Disclosing Offshore Accounts

Posted on September 21, 2009
BIG NEWS! The IRS has just announced a one-time extension of the deadline for special voluntary disclosures by taxpayers with unreported income from hidden offshore accounts. The new deadline is October 15, 2009. There will be no additional extensions!

On Being A Witness To A Will Signed In California

Posted on September 18, 2009
All about witnesses to a California Will under California law.

Penalties Will Be Limited

Posted on September 15, 2009
Tax Amnesty.

Probate Bonds In California Explained

Posted on September 14, 2009
In Los Angeles, adding to the cost of probate is the payment of a bond premium. You may be able to avoid this expense without harming the probate estate.

Wills, Living Trusts, Powers Of Attorney, Health Care Directives

Posted on September 11, 2009
Own a home in California? Have more than $100,000 in liquid assets like cash, stocks and bonds? Read more about estate planning and avoiding probate....

So Many Tax Payment Options In California

Posted on September 08, 2009
Cash-strapped California makes paying taxes easy for businesses and for individuals. Read how....

Los Angeles Superior Court Has Tons Of Information On Probate

Posted on September 04, 2009
California Probate Court is a Court of general jurisdiction which includes proceedings involving decedents' estates, trust proceedings, guardianship proceedings, conservatorship proceedings and minor's compromises. The Probate Court's jurisdiction is not limited to just these items but covers a range of related matters.

Installment Agreement - Online Payment Agreement

Posted on September 02, 2009
Don't call your tax lawyer. When we pay our taxes in full and on time we avoid unnecessary penalties and interest. However, if you cannot pay your taxes in full, you may request a payment agreement on your own. Here's how....

Federal Rules Regarding Treatment Of Workers As Employees Or As Independent Contractors

Posted on August 31, 2009
Are your California workers independent contractors or employees under Federal law?

Did You Receive An IRS Notice?

Posted on August 27, 2009
Do you owe taxes? Did you receive a notice for taxes being past due? If the delinquent amount is large, call a tax lawyer for help. In the meantime, here is what you can do in response to the notice you got in the mail from the IRS.

Do I In California Need Estate Planning?

Posted on August 24, 2009
Free estate planning tips provided by the State Bar of California. Lessen the impact of death and taxes.

More On Offers In Compromise From The IRS

Posted on August 20, 2009
If you can pay your total tax liability in a lump sum or with an installment agreement, an Offer in Compromise will not be accepted unless you face special circumstances.

Few Pay Pennies On The Dollar - Including Californians

Posted on August 17, 2009
Offer In Compromise: taxpayers in Los Angeles have their OICs rejected by the IRS about as much as in the rest of California and the U.S.

IRS Tax Code, Regulations And Official Guidance

Posted on August 13, 2009
Navigate with ease through the Internal Revenue Code, Treasury Regulations, official IRS Guidance and the Internal Revenue Bulletin.

New IRS Appeals Programs

Posted on August 11, 2009
The Internal Revenue Service has prescribed procedures by which you or the Office of Appeals may request non-binding mediation on any issue unresolved at the conclusion of Appeals procedures, or unsuccessful attempts to enter into a closing agreement or a compromise...

Free California Wills

Posted on August 07, 2009
California offers free Will forms. Death and taxes may not be avoided, however.

California Wills

Posted on August 05, 2009
Read about the types of Wills you can use in California.

Vesting Title To Property In California

Posted on August 03, 2009
How California homeowners hold title to their properties has significant legal ramifications. Don?t leave this important decision to chance. Escrow agents will ask how you would prefer the title to read so don?t wait until you're near the close of the sale to give thought to your options since by then it may be too late.

No California Probate

Posted on July 30, 2009
Avoiding a California probate can be accomplished without a living trust. Reduce the impact of death and taxes. Here are some examples....

California's Cheap Off-The-Shelf-Wills

Posted on July 28, 2009
Simple California wills. Statutory wills. Free wills. Off-the-shelf wills. Stationary store wills. Do it yourself wills. Hand written wills. Death and Taxes loom large. All may lead to probate litigation.

IRS Collection and Audit Letters

Posted on July 23, 2009
Ever get a letter from the IRS? Wonder what to do? What does it mean? Read on....

Challenging California Wills In Any Probate Court, Including Los Angeles

Posted on July 21, 2009
Probate litigation may involve challenging the validity of a Will in California's probate court. Here is a short list of grounds often used to challenge or dispute a Will.

New Types Of Business Entities

Posted on July 17, 2009
Some California businesses can take advantage of new types of entities permitted only in Nevada.

Los Angeles Times Discusses Estate Planning

Posted on July 15, 2009
Retaining a California estate planning lawyer to create a full estate plan can be expensive. Online do-it-yourself wills are legal and cheaper, but the more complicated your wishes, the more chances you take.

Tips To Start A New Business

Posted on July 13, 2009
Start your new business out right by following some useful tips and if you want to do business in California, follow some simple rules.

California IOUs: Use It To Pay Taxes

Posted on July 09, 2009
Public Service Announcement: read on....

California S Corporations

Posted on July 07, 2009
Everything you need to know about California S corporations (well, almost).

Self Help With California Probate

Posted on July 02, 2009
It may be difficult for some to proceed in court without an attorney familiar with California Probate law when someone dies in Los Angeles or elsewhere in California and leaves property subject to probate. In California, only a licensed attorney...

California Probate: What If The Will Is Lost?

Posted on June 30, 2009
Is the Will required to open a probate in California? Do you have a "lost Will" situation?

California Estate Planning And Your Kids

Posted on June 25, 2009
With a play on words, the Wall Street Journal recently published an article entitled "Deciding if Your Kid is Trust-Worthy". Estate planners in California often ask clients the same question since having a living trust may make sense depending on,...

Offer In Compromise Co-Pay Repeal

Posted on June 23, 2009
To submit an Offer In Compromise (OIC) with the Internal Revenue Service in order to pay pennies on the dollar, a nonrefundable 20% downpayment is required. Combined with a very low acceptance rate by the Internal Revenue Service of OICs,...

Property Tax And California's Domestic Partners

Posted on June 19, 2009
Domestic partners in California whose property was reassessed between January 1, 2000 and January 1, 2006 because of a change in ownership or the death of the owner can apply for an exclusion. Go to the Los Angeles county tax...

LA Estate Planning Revisited

Posted on June 16, 2009
Your California estate plan may need to be revisited if your economic picture or other circumstances in your life have changed.

Splitting Legal Fees In California Probates

Posted on June 12, 2009
California lawyers share probate fees. Here's why....

Unpaid Payroll Tax Problem: IRS Can Collect Anywhere - Even Los Angeles

Posted on June 10, 2009
Payroll tax liens can sometimes be filed by mistake.

Unfiled Tax Return: IRS Can Collect Anywhere - Even Los Angeles

Posted on June 10, 2009
Payroll tax liens can sometimes be filed by mistake.

Late Tax Payment - Late Filed Tax Return

Posted on June 05, 2009
Haven't yet filed your tax return? Haven't paid your taxes? Here's what you can do....

Free Tax Help

Posted on June 03, 2009
The IRS can assist you with obtaining forms, publications and answers to a wide range of tax questions. The IRS can also help find free tax preparation for those who qualify.

IRS Now Hiring

Posted on June 01, 2009
IRS Hiring Hundreds of Revenue Agents.

IRA And Life Insurance Beneficiaries

Posted on May 28, 2009
Probating an IRA or a life insurance policy? Absurd, yes. But sometimes naming a beneficiary in California isn't enough.

Probate - Payment To Creditors

Posted on May 25, 2009
The lawyers don't always get paid before anyone else. There is a list of priority payments out of a probate estate which is quite clear in California.

Do You Have A Foreign Financial Account?

Posted on May 21, 2009
The IRS is pursuing taxpayers who have failed to disclose the existence of foreign bank accounts. In addition to prison time, failure to disclose can result in penalties which exceed the entire balance in the account.

U.S. Tax Court Announces e-Filing Pilot

Posted on May 19, 2009
The United States Tax Court will begin a pilot eFiling program through Practitioner Access and Petitioner Access on May 7, 2009. The pilot will be restricted to petitioners and practitioners in good standing with the Court who have registered for...

Tax Scams

Posted on May 15, 2009
Be wary of scams to avoid paying taxes that seem too good to be true, especially during these challenging economic times. There is no secret trick that can eliminate a person?s tax obligations. Be wary of anyone peddling any of these scams described in this posting.

IRS Releases New Mortality Tables

Posted on May 13, 2009
Internal Revenue Code Section 7520 requires that the Secretary of the Treasury revise the mortality assumptions underlying the IRS tables at least once every ten years to incorporate the most recently available mortality data. These tables were last updated on...

Your Rights As A Taxpayer

Posted on May 11, 2009
Your rights as a taxpayer; protecting taxpayer rights; the taxpayer Bill of Rights; access to representation. These and other topics are discussed here.

No Contest Clause - Excluding Someone From Your Will Or Trust

Posted on May 07, 2009
California's no contest clauses addressed in new legislation.

Offers In Compromise For California Businesses

Posted on May 05, 2009
A request for an Offer in Compromise from the IRS or the California Franchise Tax Board can also be used by businesses to resolve outstanding corporate income and payroll taxes. Here are some of the rules which apply.

Standards of Conduct for Attorneys, CPAs, EAs and Enrolled Actuaries

Posted on May 01, 2009
The IRS has a reference center available to read, for instance, about the standards of conduct for California's and the nation's attorneys who provide tax advice. Learn more....

Free California Probate Forms

Posted on April 28, 2009
California's probate forms are available for free. Free forms are at these links....

New California Probate Fees

Posted on April 23, 2009
For California probate cases, a new fee schedule for 2009 is now available. It's all here.

Business Entities

Posted on April 21, 2009
Learn about the various types of business formations California makes available to those who want to formalize their businesses.

A California Probate Estate's Inventory

Posted on April 17, 2009
What property is included when reporting to the California court the inventory of an estate? California law is reasonably clear about that.

California's Tax Season Finally Over

Posted on April 15, 2009
It's crunch time for California?s taxpayers, their tax preparers and accountants alike in the rush to get state and federal income tax returns postmarked by tonight's 11:59:59 p.m. deadline.

Know IRS Procedures

Posted on April 10, 2009
IRS procedures provided in detail.

Tax Law Changes In California For 2008

Posted on April 08, 2009
Read what's new in California in connection with filing your tax return.

Internal Revenue Code: The Tax Laws

Posted on April 06, 2009
Last minute tax planning is available with proper use of government sources. Here is one important source....

California Revenue and Taxation Code

Posted on April 03, 2009
Tax planning, tax questions and avoidance of tax problems can begin with the California tax law. Here it is....

Filing Your 1040

Posted on April 01, 2009
Check out the IRS website for answers to all your questions about your tax obligations.

Checklist For Publication Of Notice Of Petition To Administer Estate

Posted on March 30, 2009
Publication of notice of death is a necessary part of the California probate process. Proper publication means complying with several Probate Code provisions discussed here.

Your Will And Your Surviving Spouse

Posted on March 25, 2009
Does your will leave your California estate to your ex-spouse? Have you updated your will since your divorce?

Bonding Of Executor For Probate In California

Posted on March 20, 2009
California probate bonds are usually an avoidable expense. Learn more about probate bonds here....

Madoff And Ponzi - How To Report Your Tax Obligation

Posted on March 18, 2009
A new IRS Ruling addresses the tax treatment of losses from criminally fraudulent investment arrangements that take the form of "Ponzi" schemes. The Ruling holds that the losses are theft losses and provides guidance on the character, timing and amount of the loss deduction...

Fix Your Tax Problem Fast

Posted on March 16, 2009
If you owe over $100,000 in unpaid income tax to the Internal Revenue Service, you can quickly resolve your tax problem by having very specific information available when contacting the Internal Revenue Service. If you are a California resident and would like to learn more, please read on...

Termination Of A California Domestic Partnership And The Effect On A Will

Posted on March 12, 2009
Terminating a California domestic partnership means that certain provisions of your Will are going to be impacted. Specifically, some part of your Will are revoked. Read more....

Your Will And Your Divorce

Posted on March 10, 2009
Divorced in California? Haven't changed your will since the divorce? Does your will still leave everything to your ex-spouse? Read about the impact of divorce on your will.

California?s Multi Tax Agency Form for Offer in Compromise

Posted on March 06, 2009

California Probate: Continuing The Decedent's Business

Posted on March 04, 2009

California Income Taxes: Get Some Relief

Posted on March 02, 2009

How To Prepare Your Request To Appeal An IRS Decision

Posted on February 26, 2009
Filing an appeal with the IRS regarding collection of your tax debt is often straight-forward so long as you follow the federal government's instructions.

Tax ID Numbers: When Do I Need One?

Posted on February 24, 2009
The federal government, the IRS more specifically, issues new tax identification numbers to various California entities. Here is a discussion of when it may be appropriate to get a new EIN.

Read This Before Choosing A Tax Preparer

Posted on February 20, 2009
What criteria are important when selecting your tax return preparer? Here's a brief list....

California's Program To Suspend LLCs For Noncompliance

Posted on February 18, 2009
Limited liability companies formed in California face enforcement by the Franchise Tax Board for failing to pay fees and taxes or file required forms.

Appointment Of Executor In California Probate

Posted on February 16, 2009
What are your rights to be appointed as an Executor or Administrator in a probate in California?

Help For Financially Distressed Taxpayers From The IRS

Posted on February 12, 2009
A gentler and kinder IRS during these economic times? The IRS offers help for California's troubled taxpayers.

Top Ten Business Entity Errors That Delay Processing Your California Tax Return

Posted on February 10, 2009
California business owners may face delays in processing business tax returns filed with the Franchise Tax Board as a result of errors. Here are some common errors....

Legal Mental Capacity In California

Posted on February 06, 2009
Did your relative have the mental capacity to make decisions and to be responsible for their acts or decisions? California's laws address issues facing a person of unsound mind or who has a mental or physical disorder impacting the ability to make decisions.

Los Angeles Attorney Named "Super Lawyer"

Posted on February 04, 2009
I am honored by being selected as a Southern California Super Lawyer for 2009 in areas of law including Estate Planning & Probate, Tax Controversy and Closely Held Business. There is a very nice badge on the right side of...

California Power Of Attorney

Posted on February 02, 2009
Free power of attorney form effective for California is available for those who wish to protect against losing control over their property as a result of physical or mental incapacity.

California Living Trust: Using It May Avoid Probate

Posted on January 29, 2009
Probate in California is avoidable with a fully funded living trust. Property left in your own name instead of in the name of your California living trust may have to go through probate before going to heirs. Here is a discussion of what property to put into a living trust.

Use The Taxpayer Advocate To Help Fix Your Tax Problem

Posted on January 27, 2009
The Taxpayer Advocate is an independent organization within the IRS which helps you resolve tax problems with the IRS. Using the Taxpayer Advocate can be an answer to your unfinished tax collection problem.

Tax Humor?

Posted on January 23, 2009
?The hardest thing in the world to understand is the income tax.? ? Albert Einstein, physicist ?I am proud to be paying taxes in the United States. The only thing is ? I could be just as proud for half...

Tax Calculation Of Innocent Spouse's Share Of Income

Posted on January 21, 2009
The Fifth Circuit Court of Appeals held last month that calculating "innocent spouse's" hypothetical separate tax liability should be based on the spouse's fifty percent of community income rather than basing it only on the income that the innocent spouse personally received.

Probate Required Even When You Have A Living Trust

Posted on January 19, 2009
Probate of life insurance, an IRA or 401(k) is common in California when your designated beneficiary dies before you do. Avoiding probate is often the goal but not always achieved despite the best estate planning.

Substitute For Return

Posted on January 15, 2009
Final IRS regulations relating to substitutes for returns were issued recently which describe how the IRS can prepare your tax return when you won't prepare and file your own. The IRS will prepare and file your form 1040 or form 941 and then it will assess the tax on the form...

Tax Calendar For California Businesses

Posted on January 13, 2009
The 2009 Federal and California State Tax Calendar is now available to view online.

Compliance With IRS Employment Tax Filings Gets Easier For Some Of California's Employers

Posted on January 09, 2009
Employment tax returns: file once a quarter or file once a year? Read more here.

Californians Get Tax Lien Relief

Posted on January 07, 2009
The Internal Revenue Service recently announced a quick procedure that will make it easier for financially distressed homeowners to refinance mortgages or sell their home while avoiding a federal tax lien from blocking that relief.

California Passes Mandatory Electronic Payment Law

Posted on January 05, 2009
In California, if your estimated tax payments, extension payments, or total tax liabilities in 2009 meet the mandatory threshold under the new law, you must remit all payments electronically regardless of the taxable year, type of payment, or payment amount.

Checklist To Close Your California Business

Posted on December 29, 2008
California business owners have access to a handy checklist of things to do when closing a business. The IRS, California, Los Angeles and other local city governments each have their own going out of business requirements. Here they are in one convenient place.

Revocation Of Californias Advance Health Care Directive

Posted on December 22, 2008
After working with your attorney in Los Angeles to avoid probate in California by preparing your will, living trust, durable power of attorney for property management and the advance health care directive, you now decide you want to revoke the...

California Lawyers Duty To Preserve Your Will

Posted on December 18, 2008
Document safekeeping: what is Californias requirement regarding your lawyers duty when the attorney agrees with you to keep your will or living trust?

Tax Treatment Of Investment Advisory Costs

Posted on December 15, 2008
The IRS issued the long-awaited Notice 2008-116, which announced that trustees and executors are free from unbundling the investment portion of their fiduciary fees for one more year. Thus, for 2008 and prior tax returns, trustee fees and executor commissions are fully deductible under IRC � 67(e)...

California Tax Information For Same-Sex Married Couples

Posted on December 11, 2008
California's Franchise Tax Board offers advice to same-sex married couples about their California income tax treatment and tax return filing obligations resulting from the California Supreme Court's recent decision overturning the gay marriage ban.

California Statutory Wills Are Free

Posted on December 08, 2008
California provides a free Will form. It is called a California Statutory Will and is in Probate Code Section 6240.

Lost Your IRS Appeals Case? Now You Can Mediate And Arbitrate Your Defeat

Posted on December 04, 2008
The Internal Revenue Service announced on December 1, 2008 a two-year test of two programs: the post-Appeals mediation and arbitration procedures for Offer in Compromise (OIC) and Trust Fund Recovery Penalty (TFRP). Here are the details....

When There Is No One To Inherit The Property In California

Posted on December 01, 2008
No will in California? No heirs? No one with a legal claim for the Californian's property? What happens?

Time For Filing Creditor's Claims During A California Probate

Posted on November 26, 2008
Are you owed money by someone who died in California whose estate is in probate? Make a claim so you may be paid. Here's how....

California's Intestate Distribution System

Posted on November 24, 2008
Dying without a will in California means probate property is distributed in a very particular way. A Los Angeles probate lawyer explains how.

IRS Sells Real And Personal Property At Government Auctions

Posted on November 21, 2008
Your unpaid income tax may be satisfied by the sale and seizure of your property by the IRS. Read about what is currently for sale to satisfy a tax debt.

Caught In The Legal Recession? - ABA Journal Survey

Posted on November 19, 2008
The ABA Journal is surveying lawyers about the job market and the current state of the economy. I am letting readers know about the Journal's survey with a mention on my blog. Here is the link. Survey results will be...

Where To Store Your Estate Plan

Posted on November 17, 2008
Where should you keep estate planning documents prepared by your attorney licensed in California? Where should people expect to find your living trust, will, durable power of attorney and advance health care directive? You want to be sure that those....

California's New Law On End-Of-Life Options

Posted on November 13, 2008
California patients now have a legal right to know their end-of-life options.

Internal Revenue Bulletins

Posted on November 11, 2008
The weekly Internal Revenue Bulletin (IRB) is the authoritative instrument of the IRS for announcing all substantive ruling necessary to promote a uniform application of tax law. Here is where you can find them.

Billions in Federal Payroll Taxes Owed

Posted on November 07, 2008
The IRS has a significant gap between what taxpayers should pay and what IRS actually collects. IRS estimates that the annual net tax gap - the amount of taxes that go unidentified and uncollected each year - amounts to nearly $300 billion. One of the elements of this tax gap is unpaid payroll taxes...

Medical Students As Employees: Does Employer Pay FICA?

Posted on November 05, 2008
A case-by-case analysis is required to determine whether medical residents qualify for the statutory exemption from FICA taxation. Here's the Seventh Circuit Court of Appeals decision.

The IRS Mission

Posted on November 03, 2008
Read the IRS's mission statement in its entirety right here.

California Employers: Do You Have Independent Contractors Or Employees?

Posted on October 29, 2008
Both California employers and California workers can ask the IRS to make a determination on whether a specific individual is an independent contractor or an employee by filing a Form SS-8, Determination of Worker Status for Purposes of Federal Employment...

California Conservatorships And Guardianships

Posted on October 24, 2008
Los Angeles Superior Court, in probate, provides rules describing how you may qualify to have an attorney appointed to help with Decedent Estate and Trust Administration, Conservatorships and Guardianships of Estates, Guardianships of the Person, Conservatorships of the Person, Limited Conservatorships/Conservatorships for Adults with Developmental Disabilities, Estate Planning and Taxation, Medi-Cal Planning and Compromises/Judgments, Special Needs Trusts for Minors/Persons with Disabilities and Fiduciary Appointments/Guardians ad Litem.

Californians' Tax Shelter May Double

Posted on October 21, 2008
Californians still need a living trust to avoid probate even if the next U.S. president improves the law to allow surviving spouses to use the estate tax shelter of both the husband and wife.

Probate In California - Still Alive And Well

Posted on October 16, 2008
Probate in California is avoidable. What's holding you back from having your California will and trust prepared?

California?s Living Trust Beneficiaries And FDIC Coverage

Posted on October 13, 2008
New FDIC coverage for bank deposits helps Californians with a living trust and many beneficiaries.

Transfer A Vehicle Without Probate In California

Posted on October 10, 2008
How do I transfer a car registered in California without going through probate?

IRS E-mails

Posted on October 08, 2008
WARNING: be on the alert for phone calls and e-mails you may receive claiming to come from the IRS or other federal agency and which mention your tax refund or economic stimulus payment. A scam is likely to be in...

What New California Business Owners Need To Know About Federal Taxes

Posted on October 06, 2008
Here are links to basic federal tax information for start-up businesses. Links are also provided to help in making certain business decisions.

California Worker Status: Employee or Independent Contractor

Posted on October 03, 2008
About a year and a half ago, I asked: What are the consequences of treating an employee as an independent contractor? Now, I ask: Are your California workers independent contractors or employees? Knowing the proper worker classification can be critical...

IRS Enforcement Improving

Posted on October 01, 2008
The IRS is more aggressive, more pervasive and more effective at collecting delinquent tax. If you have a tax problem as a result, solving that tax problem with a seasoned tax lawyer's help may contribute toward improving your overall financial picture.

Know Your Tax Responsibilities As An Employer

Posted on September 29, 2008
California employers can outsource some of their payroll and related tax duties to a third-party payroll service. They can help assure deposit requirements with federal and California state authorities and filing deadlines are met. Los Angeles County, Santa Barbara County,...

Extension Of Time To File Estate Tax Return Not Extension Of Time To Pay Tax

Posted on September 25, 2008
A recently decided court case, Baccei v. United States, highlights the adverse consequences when an estate fails to follow instructions in obtaining an extension of time to pay. The decedent died in September, 2005. Her estate consisted mainly of real...

Tax Fraud Or Tax Avoidance?

Posted on September 22, 2008
Staying out of tax trouble by knowing the difference between tax avoidance (legal) and tax fraud (illegal).

California Estate Planning - An Overview

Posted on September 18, 2008
Estate planning in California - living trust, wills, powers of attorney, health care directives - can be complex. In this posting there is a list of planning options to consider.

What Is Involved In Settling An Estate

Posted on September 16, 2008
California's executors and trustees have varied fiduciary duties to fulfill. Here is a list of some of those responsibilities. Those involved in complex probate estates in California may benefit by consulting probate attorneys with experience.

Fix Your Tax Problem By Meeting With The IRS

Posted on September 12, 2008
If you need to resolve a tax problem, have questions about how the tax law applies to your individual tax return, or you're more comfortable talking with someone face-to-face, visit your local Taxpayer Assistance Center where you can spread out your records and talk with an IRS representative across the counter...

Complaints Against California Tax Attorneys

Posted on September 10, 2008
How to File a Complaint Against a Tax Professional: Complaints Against CPAs, Attorneys, Enrolled Actuaries and Enrolled Agents.

Small Business And Self-Employed One-Stop Resource

Posted on September 08, 2008
Free small business information concerning corporations, partnerships, limited liability companies and sole proprietorships is available from an authoritative and reliable source: the IRS. Here is a list of some topics of interest.

Choosing A Business Structure

Posted on September 04, 2008
Of all the choices you make when starting a California-based business, one of the most important is the type of legal organization you select for your company. This decision can affect the personal liability you face and your ability to borrow money, how much you pay in taxes and the amount of paperwork your business is required to do,

Willful Failure To Pay Over Employee Payroll Taxes

Posted on September 01, 2008
?Willfulness? in connection with the nonpayment of payroll taxes means a voluntary, intentional violation of a known legal duty, and does not require proof of any other element such as the additional requirement of proving ability to pay.

Tax Relief For Mortgage Debt Forgiven

Posted on August 28, 2008
There is now tax relief for homeowners. In a news brief issued by the IRS for the benefit of those with troubled loans, the government now says that if your mortgage debt is partly or entirely forgiven during 2007, 2008...

Where Should I Keep My California Estate Plan?

Posted on August 25, 2008
My Los Angeles estate planning attorney wrote my living trust, a California will, a durable power of attorney for property management and my living will/advance health care directive. I have the originals; where should I keep them?

California Divorce And Estate Planning

Posted on August 21, 2008
What does California law provide about preparing a new Will or living trust at the beginning of or in the middle of a divorce?

California Inheritance Rules For Out Of Wedlock Births

Posted on August 19, 2008
What does California say about inheriting through a child born out-of-wedlock when the person who died did not have a Will?

Innocent Spouse: What Are The Tests?

Posted on August 15, 2008
Qualifying for innocent spouse relief is spelled out by the IRS.

Charitable Gift Annuity

Posted on August 13, 2008
Charitable gift annuities often can provide the solution to a tax problem or help achieve a charitable or retirement goal that clients may have for themselves or their families. A few of the applications for charitable gift annuities include assistance for parents, providing for children, supplemental retirement savings and relief from low-interest CDs.

Free Tax And Estate Planning Information

Posted on August 11, 2008
In an effort toward raising awareness, educating the public and boosting charitable contributions, some not-for-profit organizations provide excellent tax planning information. Read some of what is available on the internet in one convenient tax site like this blog.

California Law On Your Rights To Get A Copy Of A Living Trust

Posted on August 07, 2008
How can I get hold of a copy of the living trust in which I believe I am named as a beneficiary? Calfornia law provides a way.

Wills And Trusts: No Contest Clauses

Posted on August 05, 2008
Last week, California's governor approved a bill providing that on and after January 1, 2010, any instrument, whenever executed, that became irrevocable on or after January 1, 2001 the law regarding no contest clauses will change. Existing law, in relation...

Scammers Use Fax and Email To Pose As IRS

Posted on August 02, 2008
Those who have received a questionable e-mail claiming to come from the IRS may forward it to the IRS. Those who have received a questionable telephone call that claims to come from the IRS may also use the IRS's mailbox to notify the government. ?Phishing,? ?identity theft? or ?e-mail scams? are events worth reporting to the government.

Tax Questions And Answers

Posted on July 30, 2008
IRS procedures regarding a wide range of tax topics are described in detail here. California's taxpayers may find this list of topics very helpful. Take a look....

Withholding Compliance

Posted on July 28, 2008
Questions about obligations you may have as a California employer with regard to your employee's employment taxes are answered in this posting.

New Law Makes Bequests For Animal Care Enforceable In California

Posted on July 24, 2008
California's governor Schwarzenegger signed a new bill into law which provides for enforcement of "pet trusts" set up by animal owners to pay for continuing care of their pets after the owner's demise. A recent news article in the Los Angeles Times covers the topic well...

IRS Enforcement Getting Better

Posted on July 21, 2008
Depending on your income, you may be selected for an IRS audit. More tax liens and levies (both against wages and bank accounts) are on the rise.

Choosing The Right Guardian For My Children

Posted on July 17, 2008
For families living in California, choosing a guardian for their minor children is a primary reason why a California Will is such an important document to create and keep updated. Here are some ideas about how to choose the best guardian for your kids.

Eliminate Interest On Tax

Posted on July 15, 2008
Do you think your interest on unpaid tax should be eliminated? In almost every case, the IRS never abates interest on unpaid taxes since the thinking is that not paying tax is like getting a loan which the IRS is not about to make interest-free. Now, there is a basis for eliminating interest on tax.

Requests For Extension Of Time To File Partnership Tax Return

Posted on July 11, 2008
In an announcement made on July 1, 2008, the Internal Revenue Service determined that the deadline for extension requests filed by partnerships, including those formed in California, will be shortened by one month. For partnerships whose year ends on or...

California's Husband and Wife Business: A Partnership Or Joint Venture (And Other Tax Issues)?

Posted on July 08, 2008
An unincorporated business jointly owned by a married couple is generally classified as a partnership for Federal tax purposes. For tax years beginning after December 31, 2006, the Small Business and Work Opportunity Tax Act of 2007 (Public Law 110-28)...

California's Durable Power Of Attorney

Posted on July 03, 2008
California's Durable Power Of Attorney for property management and personal affairs is used when you become incapacitated for any reason (e.g., Alzheimer?s, stroke, heart attack, auto accident causing a coma, etc.). It should be part of your basic California estate...

IRS Increases Mileage Rates

Posted on July 01, 2008
Due to rising gas prices, the mileage rate will increase by eight cents to 58.5 cents a mile for all business miles driven from July 1 through Dec. 31, 2008. The new rate for computing deductible medical or moving expenses...

Family-Owned Business: A California Success Story

Posted on June 27, 2008
Wealth transfers where a family owned business is involved requires immense advance planning to be done properly. Here is information readily available.

Gifts: Who Pays The Tax?

Posted on June 25, 2008
Californians making gifts often believe the federal gift tax is paid by the recipient/beneficiary. Unfortunately, it is the one making the gift who pays the tax. Tax free gifts are possible, however.

Sopisticated Estate Planning

Posted on June 23, 2008
Living trusts, wills, durable powers of attorney for property management and the advance health care directive are just the start. Sophisticated planning tools are available for the right client who wants to further reduce the amount of estate tax due upon death.

Estate Planning For Pets

Posted on June 20, 2008
Pets are treasured members of the family. Pet owners have close relationships with their pets. In the U.S., gifts to pets in trust have often failed in the past. There's a good reason for that. Here is an interesting piece recently written by an attorney who understands the law involved with such matters.

Avoid Probate In California

Posted on June 18, 2008
California probate law says that if the person who died left property worth $100,000 or less, then the proper person may claim the property without using the probate court in Los Angeles County, Ventura County, Santa Barbara County, Orange County...

California Probate Costs And Fees

Posted on June 16, 2008
SPOTLIGHT #4: Probate fees and costs in California can add up. Here is a short list of what probate expenses consist of.

California Lawyers Are Not All Alike

Posted on June 13, 2008
Many people believe that Los Angeles law firms are pretty much the same. I don't. I believe that what separates me from the pack is not what I do, but how I do it.

Identity Theft, Phishing And Your Tax Information

Posted on June 11, 2008
California taxpayers beware of identity theft and phishing schemes used under the guise of the IRS. Here's how it can happen to you....

When You Become 18: A Survival Guide For California Teenagers

Posted on June 09, 2008
At age 18, many of our kids are still in high school and a lot of them still live at home with us. On this very meaningful birthday, many do not realize how their rights and responsibilities have just changed ? considerably ? in the eyes of the law. A special California State Bar guide can help pave the way to young adulthood.

Discharged Indebtedness Is Income And Is Taxable

Posted on June 06, 2008
You cannot trust your ex-spouse to pay your taxes.

Developments In The IRS Estate Tax Division

Posted on June 04, 2008
Estate tax audits continue to be scattered across the country. With the drop in the number of federal estate tax returns expected to be filed because of the increased filing threshold resulting from the provisions of the Economic Growth and...

Estate Planning Using A Post-Nuptial Agreement

Posted on June 02, 2008
There may be a trend in California of using post-nuptial agreements as a way of saving troubled marriages while accomplishing important estate planning goals.

Same-sex Domestic Partners Can Marry Without Dissolution

Posted on May 30, 2008
Gay and lesbian couples who are registered with the California Secretary of State as domestic partners do not have to dissolve that union before getting married.

No Right To A Civil Proceeding Before Bringing A Criminal Trial For Tax Evasion

Posted on May 27, 2008
Extreme tax collection methods at play and approved in the Second Circuit: A recent court decision held that due process does not require that a taxpayer be given the opportunity to litigate his/her tax position civilly or administratively before being prosecuted for tax evasion.

Innocent Spouse Relief Requires Joint Tax Return

Posted on May 23, 2008
The 9th Circuit Court of Appeals recently held that to obtain innocent spouse relief, you must have filed a joint income tax return.

New IRS Publication On Innocent Spouse

Posted on May 21, 2008
Innocent spouse eligibility rules recently revised by the IRS.

California Supreme Court Overturns Gay Marriage Ban

Posted on May 19, 2008
The 4-3 California Supreme Court ruling found the state's ban on same-sex marriage unconstitutional and declared that gay couples have the same legal right to marry as heterosexual couples.

Most Frequently Asked Questions: Economic Stimulus Payments

Posted on May 14, 2008
California taxpayers waiting and wondering about their tax stimulus payment from the IRS can visit the IRS website for answers to frequently asked questions by clicking here. Other tax problems related to unpaid payroll taxes, unpaid income taxes or unfiled...

Where Should I Store My Will And To Whom Should I Give Copies Of My Estate Planning Documents?

Posted on May 12, 2008
Find out where to keep your original California Will, living trust and durable powers of attorney.

Is Your Estate Worth $5 Million Or Less?

Posted on May 09, 2008
Unique estate planning is available to those of us whose estates are relatively modest. In this posting is a list a ideas available to those who are not the super-wealthy.

Estate Planning For Persons With Less Than $5 Million

Posted on May 09, 2008
Download file...

Wesley Snipes Convicted

Posted on May 07, 2008
The judge in the Wesley Snipes tax evasion trial felt that probation or a similar light punishment would send the wrong message.

A Tax Morale Approach To Compliance

Posted on May 05, 2008
Why do people follow the law? The answer, under the traditional theory of compliance, is fear of detection and punishment. Recent literature reveals, however, that the decision to comply is not purely rational. Rather, personal values, social norms, and non-rational cognitive processes also strongly affect the decision.

California's Collection Procedures Manual

Posted on May 02, 2008
California makes its Procedures and Practices available online. One of its most popular resources is the Collection Procedures Manual which describes in detail the methods use by the Franchise Tax Board to collect unpaid income tax on income in California...

Closing Your California Business?

Posted on April 30, 2008
How do I dissolve, surrender, or cancel my business entity? Here's some useful information.

California's Enhanced Tax Revenue Collection Efforts

Posted on April 28, 2008
California's Franchise Tax Board (the FTB) may soon be able to suspend occupational and professional licenses because of unpaid income tax liabilities and notify the applicable licensing agency of the suspension.

Avoiding Probate Litigation

Posted on April 25, 2008
Multiple marriages, hostile family members, outdated wills and trusts, and dysfunctional families are just a few of the reasons probate litigation arises. Avoiding these causes for probate litigation is do-able.

Advance Health Care Directive For Your Child

Posted on April 23, 2008
The California advance health care directive is not just for grown ups. It is also a tool for young adults.

California Taxpayer Advocate

Posted on April 21, 2008
California has a taxpayer advocate whose job is to assist you with your tax problems. The website for the California Franchise Tax Board contains very useful information for those who want their tax problems handled fairly and promptly while you maintain the highest confidence in the efficiency, integrity and fairness of California's state tax system.

Resources For Your Business

Posted on April 18, 2008
California business owners have access to multiple business and tax resources to help run their business. Here are just a few....

California Estate Planning And Your Pets

Posted on April 16, 2008
To determine the amount of money that should be set aside in a trust for your pet, you should figure out how much will be spent for food and regular medical care for the estimated life of the animal and then add a substantial amount in case of major medical problems.

Military Personnel May Qualify For New Tax Rebate

Posted on April 11, 2008
Service members who would not otherwise file a federal income return, as a result of their nontaxable combat zone income, must now file a U.S. Individual Income Tax Return with the IRS by October 15 in order to receive the economic stimulus payment in 2008.

California Advance Health Care Directive

Posted on April 09, 2008
Do you need a free living will, advance health care directive or durable power of attorney for health care right away and which has been approved by the State of California or the California Medical Association? Then, read further....

Release of Lien Or Discharge Of Property

Posted on April 07, 2008
Still have a Federal tax lien on file? Want to get rid of it and have it released? New IRS regulations tell you how.

What To Do When Someone Dies

Posted on April 04, 2008
When someone who owns property in California dies anywhere in the world, a probate may be required in order for the heirs to get the property. Here is a checklist of steps to consider when someone dies to be sure that person's affairs are properly and completely wound-up.

Frivolous Tax Claims To Avoid

Posted on April 02, 2008
We may not avoid paying our fair share of taxes by making frivolous arguments such as those listed in this posting. The IRS publicizes these frivolous claims to help us understand the law and avoid penalties. A recent Notice (2008-14) lists positions identified as frivolous for purposes of the penalty under Internal Revenue Code section 6702 of the federal tax code for filing a frivolous tax return or submitting to the IRS a frivolous request for a collection due process hearing or application for an installment agreement, offer-in-compromise or Taxpayer Assistance Order...

What Is The Federal Estate Tax?

Posted on March 31, 2008
The Federal estate tax is a tax on the right to transfer property at death. The tax is applied to estates for which at-death gross assets, the "gross estate," exceed the filing threshold. Included in gross estate are real estate, cash, stocks, bonds, businesses, and decedent-owned life insurance policies...

New Questions And Changes On The Federal Estate Tax Return

Posted on March 28, 2008
Death and taxes. New rules apply to U.S. tax returns due upon death. Here's a sample of what has changed.

How To Write Your Own Will In California

Posted on March 24, 2008
A lot of people in California write their own will. California even has a statutory will available for anyone desiring to avoid estate planning. Both come with litigation or probate hazards requiring an attorney. But to help you write your own will, here are some steps to take to accomplish that.

Tax Scams ? The Top Twelve

Posted on March 20, 2008
The IRS recently issued its list of the 12 most prevalent tax scams we face as taxpayers. Don't become a victim. Consult a California tax lawyer if you are suspicious or think you may become involved in tax fraud.

The Tax Collection Manual

Posted on March 17, 2008
Tax help for your tax problems is often online. The IRS publishes it's collection manual which may hold answers to some frequently asked questions about the tax collector. Here is a list of the table of contents for the part of the IRS manual which details the tax collection process.

California Probate Court - Court Rules

Posted on March 14, 2008
The ins-and-outs of a California probate case - in the Los Angeles Superior Court and elsewhere - are available online. Here is a list of topics covered....

Avoid Probate In California

Posted on March 12, 2008
Avoid probate and avoid using a California probate lawyer by qualifying the estate for transfer under the small estates law. Here's how....

How To Report Tax Cheats Or Fight Back

Posted on March 10, 2008
Want to fight false claims of tax cheating submitted by your ex-spouse or former employee? Claims filed with the IRS' Whistleblower's Office for a reward are not a slam-dunk. Fight back!

IRS Publications And Forms

Posted on March 07, 2008
The IRS makes obtaining useful tax information very easy. Access by phone, internet, the local library and your post office makes compliance with the tax law a bit easier. Here's where you can get help...

Gifts And Your Taxes

Posted on March 05, 2008
Gift tax planning can significantly reduce your federal estate and death taxes. Various gifting techniques are available through proper application of the tax laws with surprising and beneficial results.

California Limited Liability Company Fee

Posted on March 03, 2008
Limited Liability Companies have much going for them. But for some businesses, LLCs can be very expensive to operate because of the gross receipts tax paid to the California Franchise Tax Board.

Persons Entitled To Appointment As Executor or Administrator In Probate

Posted on February 29, 2008
Who gets to serve as the Administrator in a California probate proceeding? Depending on a person?s relation to the decedent, the California Probate Code provides all the answers.

California Probate Law

Posted on February 26, 2008
Resources and references to California probate are innumerable. One particularly good place is the County law library.

Transfer Of Small Estate Without Probate

Posted on February 22, 2008
Skipping probate is easy under the right circumstances. You may not even need a California probate lawyer.

Offer In Compromise

Posted on February 20, 2008
I am unable to pay my delinquent taxes. Will the IRS accept an Offer in Compromise? You may qualify for an Offer in Compromise if you are unable to pay your taxes in full or if you are facing severe or unusual economic hardship.

California Probate Court Filing Fees

Posted on February 18, 2008
What does it cost to start a probate case in California? The fees for 2008 have changed. Heirs and beneficiaries of a probate estate are no longer burdened with the high filing fees of years past.

Avoid Probate In California

Posted on February 15, 2008
In California, if you want to get at property which you believe should be yours after someone dies, you may be able to avoid probate. The California Probate Code outlines the procedure for taking possession of property without probate. Here's how.....

FTB Publicizes Names Of Delinquent Taxpayers

Posted on February 13, 2008
Avoid the adverse publicity of being listed on a government website as a delinquent taxpayer in California who owes personal income tax, corporate income tax, sales tax or use tax. Contact a qualified tax attorney to help fix those California tax problems.

Time To Choose A Tax Return Preparer - Some Advice

Posted on February 11, 2008
Need a referral to a tax return preparer? Want to know how to go about finding someone who is qualified to prepare your income tax return? Here are some useful ideas.

Have You Been Mistakenly Treated As An Independent Contractor? There's A Solution

Posted on February 08, 2008
Sometimes a worker is incorrectly treated as an independent contractor when they are actually an employee. When this happens, you want to make sure you are properly and fully credited with your share of taxes you paid. Here's how....

Federal Court Reverses The U.S. Tax Court

Posted on February 06, 2008
You may be entitled to a new and objective IRS appeals officer to hear your Collection Due Process case. The federal circuit court recently ruled that "prior involvement" by a case officer may disqualify that case officer from hearing your new matter so that you can have "fresh eyes" and an objective person evaluate your claims.

Harebrained Tax Schemes

Posted on February 04, 2008
Tax planning uses tax avoidance judiciously; tax evasion involves a crime. Proper tax planning can go far to save money but improper tax protesting can lead you to jail. The IRS gives you a road map to what tax arguments it considers frivolous. Read on...

Government Sues To Close San Diego Tax Preparation Firm

Posted on February 01, 2008
Looking for a new and honest tax return preparer in California? Do you have confidence in your return preparer? Some of us in San Diego have no choice but to get a referral to another tax professional since the government shut down a local preparer firm.

Tax Avoidance Or Tax Evasion?

Posted on January 30, 2008
IRS warns businesses and individuals to watch for questionable employment tax practices.

This Tax Season, Select A Professional Tax Preparer

Posted on January 28, 2008
Do you want a referral from a tax attorney to a tax return preparer, accountant, CPA or enrolled agent for this upcoming tax season? Are you thinking about hiring a new tax consultant? What criteria are useful to help make a decision about whom to hire?

California Business Resources

Posted on January 25, 2008
California business resource links at your fingertips. Doing business in California and want to know about compliance with federal and state law? Read on....

California's State Tax Agencies

Posted on January 23, 2008
Here's a handy list of links to California's tax agencies and the type of tax each one collects.

Taxable Income, Tax Credits, And Tax Deductions And Exclusions Q&A

Posted on January 21, 2008
One-stop shop for answers to common questions about taxable income, expense deductions, tax credits and other subjects is available to you courtesy of the IRS. Take a look....

Can The IRS File A Federal Tax Lien On Property Not Belonging To The Taxpayer?

Posted on January 18, 2008
The IRS must establish that when unpaid employment taxes are due and it wants to file a Notice of Federal Tax Lien againt the taxpayer to protect its interests, the IRS must establish that the taxpayer held an interest in the property under state law when the taxpayer no longer appeared to own it at the time the lien was filed.

Need Information From The IRS About Your Tax Return?

Posted on January 16, 2008
Even with a bureaucracy the size of the IRS, there are easy and convenient options for getting copies of your federal tax return information.

California Estate Income Tax Clearance Certificate

Posted on January 14, 2008
In a California probate, the attorney or executor may have to apply for and obtain a tax clearance certificate from the Franchise Tax Board before a probate court can distribute property to heirs and beneficiaries. Here are instructions for obtaining that tax clearance certificate.

California LLCs: Common Questions

Posted on January 11, 2008
Thinking about forming a California LLC? Here is a list of frequently asked common questions you may want to answer before creating the LLC.

Who Is An Innocent Spouse In California?

Posted on January 09, 2008
Think you may qualify for California innocent spouse relief? Is the California Franchise Tax Board trying to collect tax you know is owed only by your spouse or ex-spouse? There's tax help available for eligible spouses from a qualified tax attorney.

Hiring A Lawyer In California

Posted on January 07, 2008
Need information about hiring the right attorney in California? Want to know about California Wills, California estate planning or California living trusts? The California State Bar has pamphlets about these and many other topics. Follow the links in this blog.

Favorite Urban Tax Legends

Posted on January 03, 2008
Do you believe everything you read and hear about with regard to tax controversies, tax lawyers, tax payment obligations, tax attorneys and tax relief? Here is a sampling of some of the urban legends I've heard in connection with federal tax and state tax.

Personal Tax Help -- Face-to-Face With The IRS

Posted on December 26, 2007
A meeting with the IRS for tax problems in some cases can be simple and non-threatening. Read about contacting your local IRS office for help.

Questions And Answers About The California Statutory Will

Posted on December 19, 2007
Need to write your own Will? Do you have questions about using a Will form in California? Want to know what provisions to include in your California Will? To do this effectively, read this posting in the probate section of the blog.

No Kidding ? A California Trust For Your Pet

Posted on December 17, 2007
Pets are no longer treated like any other piece of property. A California law provides that a person can create a trust for the care of a designated domestic or pet animal for the life of the animal. The duration will only be for the life of the pet, even if the trust instrument contemplates a longer duration.

Employment Tax Fraud: Some Samples

Posted on December 14, 2007
Learning from the tax mistakes made by others can save you both money and prison time.

Reporting Suspected Tax Fraud Activity

Posted on December 11, 2007
If you suspect or know of an individual or company that is not complying with the tax laws, you may report this activity. See how here.