Resources

As discussed in a prior blog post by my colleague, Anthony Daddino, here, the IRS began sending “educational” letters (i.e., warning letters) to taxpayers regarding their potential failure to report or pay tax on...

Josh Ungerman was quoted in the Tax Analysts article, “Practitioners See Potholes on Rettig’s Road to Sentencing Court.”

Cari LaSala co-authored an article, “When and When Not to Consider Choosing a Series LLC,” featured in the November issue of the Dallas Bar Association Headnotes.

Paul Budd has written the cover story article, “12 Due Diligence Best Practices for Tax Return Preparers,” for Today’s CPA Magazine January/February edition.

At least once in their career most tax return preparers have faced the dilemma of whether and how to make a disclosure with a tax return. A disclosure is an extra explanation beyond the usual income and expenses shown on a...