Resources

Tax preparation time is a good time to discuss your financial situation with your Tax Advisor.

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).

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.)

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...

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...