On Jan. 29, 2016, the Internal Revenue Service released Form 8971, “Information Regarding Beneficiaries Acquiring Property From a Decedent” (here) with instructions (here). The form must be filed by any estate with an...
The 5th Circuit last week vacated the fraud convictions of Mike Baker and Mike Gluk. Mr. Baker was the CEO of ArthroCare Corp., a publicly traded company, and Mr. Gluk was the CFO. The government accused them of violating...
Often, shareholders of small and midsized corporations who also serve as the governing persons of those corporations must devote so much of their time and energy to business operations that corporate formalities may be...
The IRS head criminal investigator, Richard Weber, had a message for all taxpayers while speaking at a conference on January 25th. “File early before the criminals file for you,” Weber said. Weber explained...
Irrevocable trusts restrict a beneficiary’s access to assets. Generally, trusts are designed to provide trustees with sufficient flexibility to achieve the settlor’s goals. However, until Doc Brown perfects the Flux...
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