Do You Owe a Gift Tax?

Do You Owe a Gift Tax? It’s that time of year again – the traditional season for graduations and weddings has begun! Did you send a generous check to your favorite nephew in honor of his college graduation? Did you give your daughter and new son- in-law money toward a down payment on a home …

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Symposium Schedule

<p style=”text-align: left;”>Learn how to help your clients diffuse the ticking time bomb that can cause a lifetime of savings to be lost to heavy, immediate, and unnecessary taxation at the time of distribution.</p> <div class=”chart1″><strong>Dates &amp; Times</strong></div> <div class=”chart2″><strong>City</strong></div> <div class=”chart3″><strong>Location</strong></div> <div class=”chart4″><span style=”color: #000000;”><strong><span style=”color: #000000;”>Address</span></strong></span></div> <div class=”chart1″>May 2,12pm-2pm</div> <div class=”chart2″>San Diego, CA</div> …

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Tax Scam Alert

The IRS releases a list each year to warn taxpayers about common tax scams.The intent of issuing such a list is to protect the public, warn scammers and to help the masses and unsuspecting taxpayers avoid penalties and interest that may result from an illegal scam. Here is the IRS Dirty Dozen list: 1. Identity …

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Tax Relief for Washington Disaster Victims

Tax Relief for Washington Disaster Victims The IRS announced that the April 15th filing deadline has been extended for victims in the state of Washington who were impacted by the mudslide and flooding disasters. Affected taxpayers and businesses will have until October 15th to file their tax returns and pay any taxes due.The relief granted …

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