Resources Archive
March 28, 2019
Senate Finance Committee Launches Tax Investigation of Conservation Easements...
[ read ]
On March 27th, the Senate Finance Committee launched an investigation into conservation easements by sending letters to 14 people involved in easement transactions. The letters ask for copies of appraisals, promotional materials and internal documents. The senators are also requesting investors' names and addresses, along with information about promoters' fees.
March 27, 2019
Fort Worth Chapter/TSCPA Controllers Conference... [ read ]
March 25, 2019
Items You May Want to Discuss with Your Tax Preparer...
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1. Does the taxpayer have investments in cryptocurrency which resulted in taxable transactions in 2018 or requiring "yes" answer to having a foreign account because of the situs of the exchange or basis issues?
March 22, 2019
Advanced Tax Workshop: A Post-Wayfair Deep Dive into Nexus... [ read ]
March 18, 2019
Charles Pulman has written the article, "Foreclosure of IRS Lien on ‘Mixed' Property" published in the State Bar of Texas , Family Law Section Report, Volume 2019-2 (Spring)....
[ read ]
Charles Pulman has written the article, "Foreclosure of IRS Lien on ‘Mixed' Property" published in the State Bar of Texas , Family Law Section Report, Volume 2019-2 (Spring).
March 8, 2019
Aaron Borden has written the article, "Get Ready for Form 8867, and Related Due Diligence." This article is featured in the February 2019 digital issue of the ABA Tax Times (ATT.)...
[ read ]
Aaron Borden has written the article, "Get Ready for Form 8867, and Related Due Diligence." This article is featured in the February 2019 digital issue of the ABA Tax Times (ATT.)
March 4, 2019
More Marinello Uncertainties Rising to the Surface...
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Josh Ungerman was quoted in the article, "More Marinello Uncertainties Rising to the Surface." This article discusses the Marinello v. United States case and the Supreme Court's decision to narrow felony tax obstruction.
February 28, 2019
Utilizing a Relative's Unused Lifetime Exemption to Eliminate Capital Gains Tax...
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Fundamentally, estate plans are designed to pass assets to future generations as efficiently as possible. Nevertheless, it might be beneficial to employ an "upstream transfer" to eliminate built-in gains on highly-appreciated or income-producing assets. This technique achieves an income tax basis adjustment by purposefully causing inclusion of certain assets in an ancestor's non-taxable estate at death-thus utilizing a relative's lifetime estate and gift tax exemption that would otherwise be wasted. The assets then revert back downstream to the original owner or his descendants.
February 26, 2019
Appeals Court Holds That No Offer Is Too Low To Be A Qualified Offer...
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In a prior blog post we discussed using a Qualified Offer as a tool for settling a tax case with the government. On February 8th, the U.S. Court of Appeals for the Federal Circuit issued an opinion in BASR Partnership v. United States, holding that a partnership that prevailed in case against the IRS could recover its reasonable litigation costs from the government when it submitted a nominal $1 qualified offer.
February 14, 2019
Formal Document Request...
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In prior blog posts, we discussed the IRS using a summons to obtain information and options a taxpayer or third party has for responding to or objecting to a summons. In this blog post we will discuss an additional tool the IRS has to obtain information, a Formal Document Request ("FDR").
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