California Tax Representation
The economic downturn has caused employers to try and drastically reduce their operating costs. Businesses across the country are hiring independent contractors as opposed to employees to avoid paying workers’ compensation insurance, payroll taxes, and employee benefits. Employers working with independent contractors can also be attempting to avoid being hit with wrongful termination claims, questioning why they did not previously consider experienced California employment tax representation.I am David W. Klasing, a tax attorney with more than 20 years of experience. My legal team and I am committed to preserving your best interests in worker classification audits and against allegations that you owe payroll taxes. Whether you have concerns about corporate tax liability or employment tax, contact my law firm today to schedule a consultation at my law office in Los Angeles, Irvine, or San Diego, California.
Misclassifying employees as independent contractors
If you are a business owner accused of misclassifying employees as independent contractors, obtain experienced employment tax representation. The tax ramifications for misclassifying independent contractors are serious enough to threaten your very ability to continue operating. Your personal assets could also be at risk where the corporate veil could be pierced over payroll and other employment-related obligations.When you select the Tax Law Offices of David W. Klasing, my legal team and I will take every measure possible to protect your company from back taxes and penalties for misclassifications on employment tax. We have an extensive background handling worker classification audits and know how to preserve your interests with minimal tax and legal implications.
Delinquent payroll taxes and trust fund recovery penalty
A payroll tax is a tax that is withheld from an employee’s wage that is in turn paid to the state or to the federal government. The employer effectively acts like a trustee of those funds for the government. The withheld amount is called “trust fund taxes” since it is deemed to be held in trust to the government. IRC § 6672. For this reason, the IRS is particularly aggressive in pursuing payroll tax violations; in practice, it is often more aggressive than pursuing personal income tax violations.A mistake made in withholding or paying one’s payroll taxes may result in a monetary penalty, but if the IRS is convinced the act was done “willfully”, it will pursue criminal prosecution — which may result in more serious consequences.
Protecting Employers from Personal Liability
If you are a shareholder, business owner or an investor, you could be under investigation by the IRS if your company missed payroll taxes, failed reporting its withholdings or are facing charges of payroll tax fraud. Obtain experienced legal counsel from a highly skilled Los Angeles employment tax lawyer. The IRS will not only go after your company but could also pursue action against you personally. My legal team and I are committed to protecting you from any financial and legal ramifications.
Questions about delinquent payroll taxes and trust fund recovery penalty
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- What Happens to My Retirement Accounts in a Divorce?
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- Does Section 1041 Apply to all Property Transfers of Income Incident to a Divorce?
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- International Estate and Gift Planning for Non-Citizens
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- How Does California’s Community Property Affect Federal Tax Obligations in a Divorce?
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- My employer received Form 668-W, Notice of Wage Garnishment
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- How to release the wage levy?
- What is a federal tax lien?
- What is the effect of a federal tax lien?
- Can a taxpayer challenge the filing of a federal tax lien?
- How do I get a tax lien removed or released?
- What do I do if the IRS issues a bank levy?
- How to Release a Bank Levy?
- What if I am an employer and the levy attached to payroll?
- What additional information does the IRS need from me?
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- How does the IRS attack tax shelters on IRC Section 183
- Relationship between Section 183 and other tax doctrines
- Guilty of tax obstruction by backdating documents?
- To be found guilty of tax obstruction must a person actually be successful in impeding the IRS’s functions?
- Help! The Document I Gave the IRS Had False Information
- Tax crime aiding or assisting false return IRC §7206(2)
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- What is the ministers housing allowance?
- Ministers housing allowance relate to self-employment tax?
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- Potential charges for not participating in the 2014 OVDP
- 2014 changes to Tax Laws for Offshore Accounts and Assets
- The difference between tax evasion and tax avoidance
- What is the Step Transaction Doctrine?
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- IRC Section 269 and when it disallows a net operating loss
- Possible for a Domestic Trust to Become a Foreign Trust?
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- What are the listed transactions and what do they mean?
- At risk limitation and how it prevents claiming deductions
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- Does the government regulate tax advisors?
- Advisor tax opinion letter Circular 230 dictate standards
- Tax advisor fails to meet the minimal competency standards
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- Statute of limitations for preparing false tax returns
- What is a reverse egg shell audit?
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- Warning signs of a criminal referral from an IRS audit
- Effective tax defense counsels goals in an egg shell audit?
- How are the 4 goals and outcomes 1 and 2 best obtained?
- What are the possible outcomes of an egg shell audit?
- Risk of audit after filing delinquent prior year returns
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- Buying or selling a business and memorializing the deal
- Am I Guilty of Tax Evasion if the Law is Vague?
- Is it my right to know why I was selected for examination?
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- How IRS decides which tax returns are audited
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- What are my basic taxpayer rights if the IRS audits me?
- Options if I am unable to pay at the conclusion of audit
- What a 30 or 90 day letter from the IRS means
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- Rights to disagree with IRS tax auditor’s findings
- Can I stop the IRS from repeatedly auditing me?
- Can I have the examination transferred to another area?
- Can I record my IRS interview and is it a good idea?
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- Have to agree to interview by taxing authority directly?
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- What should I do if the IRS is investigating me?
- What if I don’t respond to a taxing authority audit notice
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- What happens if the IRS thinks I committed tax crimes?
- Most common audit technique used by taxing authorities
- Don’t go into an IRS audit without representation
- Why hire an attorney to represent me in an audit?
- Why hire David W. Klasing to represent me in an audit
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- Tax crimes taxpayer or tax preparer can be convicted of
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- CPA aiding and abetting in criminal tax fraud
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- CPA aiding or assisting the filing of a false return
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- Federal tax crime enforcement vs. California enforcement
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- Are recoveries based on discrimination taxed?
- Are recoveries based on wrongful termination taxed?
- Structured settlements different than lump sum for injury?
- Does the amount paid to attorney impact amount of award?
- Does Section 104 extend to punitive damages and interest?
- How are personal injury or sickness damages taxed?
- How are different specific types of recoveries taxed?
- Can some attorney fees be above-the-line-deductions?
- Basics of taxing business and investment recoveries
- Can I deduct Attorney’s fees and litigation costs?
- Role of damage awards taxation in terminating litigation
- What tax concerns should payors be aware of?
- Is a settlement taxable to the recipient attorney?
- Is a settlement or damages taxable to recipient litigant?
- Should I take a deduction for damages?
- Tax treatment for attorney fees from suing government
- Legal fees either entirely deductible or non-deductible
- Claiming a deduction for lawsuit against someone
- No mention of award in settlement agreement
- Why be tax conscientious in drafting settlement agreement?
- IRS scrutiny in settlement agreement for tax treatment
- The most persuasive piece of evidence in tax cases
- How to ensure that settlement agreement is respected
- Evidence IRS considers when scrutinizing settlement
- How to substantiate a settlement agreement
- Any disadvantages to a structured settlement agreement?
- Taxes on compounded growth on principal amount in annuity
- Are there non-tax benefits to a structured settlement?
- Why structured settlements receive tax beneficial treatment
- Structured settlement agreement or lump sum payment?
- What are structured settlements?
- How to structure award payment to avoid interest payments
- Tax treatment of interest from damage awards
- Settlement vs. court awarded judgement for taxes
- What are punitive damages? What is their tax treatment?
- Tax consequences of a recovery from a contract dispute
- Respective gift amounts for beneficiaries tax consequences
- What does gross up amount of plaintiff’s damages mean?
- What is tax indemnification agreement. Consequences?
- What is the tax benefit rule and its significance?
- Where is a payment allocation documented?
- Default tax treatment when business owner gets settlement
- Distinction for business and investment recoveries
- Tax treatment for medical expense reimbursements
- Tax treatment for money received from accident insurance
- Retirement, pensions, annuity beneficial tax treatment
- Social Security disability benefits under Section 104
- Disability payments excluded from gross income
- Tax treatment of workers comp and disability benefits
- Significance of IRC §104 on a judgment or award
- Basic tax principles for awards and settlements
- Considerations for tax awards, settlements or transactions
- Tax considerations for plaintiffs vs. defendants
- What tax considerations to weigh in litigation process
- Attorney failed to consider tax consequences. Can I sue?
- How are damage awards for personal physical injuries taxed
- What is a sales tax audit?
- Disagreeing with business audit conclusions
- Timeline to file Petition for Redetermination?
- What should Petition for Redetermination contain?
- Is the appeals conference formal or informal?
- Appeals Division’s Decision and Recommendation
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- Problems with the mark up audit
- Can State Board of Equalization ignore my business records
- What is a sales tax deficiency determination?
- Business being audited for sales tax. Should I be worried?
- Audit determined fraud to avoid sales and use tax
- Definition of “sale” for California Sales Tax
- What do California sellers need to know about sales tax?
- How do I apply for a sellers permit?
- What are my obligations as a permit holder?
- What is sales tax?
- What is tangible personal property?
- What is a sale?
- What are total gross receipts?
- What is use tax?
- Who is responsible for paying the use tax?
- Who is a retailer engaged in business in California?
- Who is a qualified purchaser?
- Do I need a Certificate of Registration Use tax?
- Do I need a Use Tax Direct Payment Permit?
- What types of sales are exempt from sales tax?
- How are Internet Transactions Taxed?
- How is California sales or use tax determined?
- What is the statewide sales and use tax rate?
- Are there other local and district sales and use taxes?
- Total sales and use tax rate calculation
- How to protect against successor liability in California
- Recourse when issued California sales tax liability notice
- What are ways to defend against a tax evasion charge?
- CA Sales Tax liability extend to purchasers/successors?
- Waiting Until Audited to Take Action on Tax Matters
- Sales tax records needed in California
- Difference between criminal tax evasion and civil tax fraud
- What accounting method does the IRS use for tax fraud
- Can I Change Accounting Method to the Accrual Method
- What is the willfulness requirement for tax evasion?
- I didn’t know I committed tax fraud. Can I get off?
- Concealed assets from IRS. Can I avoid tax evasion charges
- How government proves I willfully engaged in tax evasion
- What is the venue or court where a tax crime case is heard?
- Must the IRS prove tax crimes beyond a reasonable doubt?
- Is it a crime to make false statements to the IRS?
- Will the IRS overlook my tax evasion if it’s minor?
- Failed to tell IRS about my nominee account
- Audit risk with cash based business transactions
- How to defend a client charged with tax evasion
- Is it tax evasion if I didn’t file income tax return?
- Government says I attempted to evade my taxes. Now what?
- I forgot to pay my taxes or estimated tax. Is this a crime?
- Government proof I “willfully” failed to pay taxes
- How to respond to willful tax evasion charges
- Being audited after using a tax professional
- Rules for what an IRS agent can do while investigating me
- How tax preparers, attorneys and accountants are punished
- How the IRS selects tax crime lead for investigation
- How does the IRS prosecute suspected tax crimes?
- Does IRS reward informant leads for suspected tax crimes?
- How the government proves deficiency in a tax evasion case
- Do prior tax crimes factor into new IRS tax convictions?
- Requesting conference before investigative report is done
- Requesting conference after IRS Special Agent Report
- What are my rights during an IRS criminal investigation?
- Avoid prosecution for tax crime with voluntary disclosure?
- Defense tactics that make it hard for to prove willfulness
- How a tax attorney can stop your criminal tax case?
- What can you generally tell me about tax crimes?
- Continuing filing requirement with investigation pending
- Federal criminal code crimes that apply to tax issues
- Penalty for making, subscribing, and filing a false return
- CID special agent’s report for criminal prosecution
- What is the discovery process in a criminal tax case?
- What the IRS includes in indictment for tax case
- What is the hardest element of a tax crime to prove?
- IRS methods of gathering evidence to prove tax crime
- What does a grand jury do in IRS tax crime prosecution?
- Failure to keep records or supply information
- Failure to make a return, supply information, or pay tax
- What is attempting to evade payment of taxes?
- What is income tax evasion and how is it punished?
- What is attempted income tax evasion?
- What is the crime of failure to pay tax? What is punishment
- Crime of making or subscribing false return or document
- Criminal Investigation Division investigation tactics
- Tax crimes related to employment tax forms and trust funds
- Tactics to defend or mitigate IRS criminal tax charges
- How the IRS generates leads about suspected tax crimes
- What is the crime ”evasion of assessment” of tax?
- Specific examples of “attempting” to evade tax assessment
- What is the so-called Spies evasion doctrine?
- Does overstating deductions constitute tax evasion?
- Is it tax evasion if my W-4 contains false statements?
- IRC §7201 attempt to evade vs. common-law crime of attempt
- What are the penalties for Spies tax evasion?
- How government proves a taxpayer attempted tax fraud
- What is a tax that was “due and owing.”
- What is evasion of assessment for tax liability?
- Is evasion of assessment different from evasion of payment
- Does the IRS have a dollar threshold for tax fraud?
- What is the IRS burden of proof for tax fraud convictions?
- Are Tax Laws Constitutional?
- What is the source of law that defines tax evasion?
- Does section 7201 create two distinct criminal offenses?
- Does tax evasion definition include partnership LLC
- What if I helped someone else evade taxes?
- Is it illegal to overstate deductions on my tax return?
- Is it illegal to conceal bank accounts from the IRS?
- Do later losses justify prior deductions?
- Are there any exceptions to the mark-to-market regime?
- Can an expatriate elect to defer tax?
- Taxes on gifts and bequests to Americans from expatriates
- Generally, what are the tax consequences of expatriation?
- How foreign tax credit affects domestic or foreign losses
- Social security/Medicare taxes for self-employed abroad
- Taxes for business income earned by nonresidents
- How is Dividend Income Sourced?
- Nationality and Residency for Federal Tax Purposes
- Taxes on non-business income earned by nonresidents
- Is there a limit on availability of foreign tax credit?
- Make dual contributions for social security taxes?
- When are taxpayers obligated to taxes on foreign income
- Foreign Income and Information Reporting Filing Requirement
- Basic Rules for Sourcing Income
- What are the Basics of the Foreign Tax Credit?
- What are the basics of U.S. International Taxation?
- What are California’s sales and use taxes?
- What are the Basic Sourcing Rules for Interest Income?
- Nexus Over Foreign Persons and Activities for U.S. Tax
- What is a controlled foreign corporation (CFC)?
- What is expatriation and how is this accomplished?
- What is the branch profits tax?
- What is the exit tax?
- Nonresident filing, withholding, and reporting requirements
- What other Source Rules Focus on the Payee’s Residence?
- Tax treaties role between the U.S. and its trade partners
- Common income issues in international tax treaties
- What Sourcing Rules Turn on an Asset’s Location?
- Tax incentives for U.S. citizens living abroad
- International Tax Q and A
- The main purpose and effect of the foreign tax credit
- Is the Foreign Tax Credit a Refundable credit?
- Difference between a foreign tax credit and a deduction
- How to claim foreign tax credit on property income taxes
- Must an individual claim the foreign tax credit?
- Why is foreign tax credit allowed?
- Statute of limitations longer when tax paid and tax accrued
- IRS re-determination of tax liability
- Difference between a Foreign and Domestic Trust?
- Foreign Trusts Subject to Outbound U.S. Taxation Rules?
- Benefit to a deferral of tax for an outbound transaction?
- What is Deferral in the Context of Outbound Transactions?
- What is involved in planning for an outbound transaction?
- What Are the Primary Concerns of Outbound U.S. Taxation?
- Basics of U.S. international taxation of a business
- Are U.S. Partners in a Foreign Partnership Taxed?
- Are U.S. Corporations Taxed on Foreign Sourced Income?
- Can Government Tax Shareholders of a Foreign Corporation?
- What is a Controlled Foreign Corporation (CFC)?
- Constructive Ownership Rules for Foreign Corporation
- US Shareholders Taxed on Distributive Share of CFC Income
- What are the Two Main Categories of Subpart F Income?
- Investing in Controlled Foreign Corporation
- Subpart F Income Requires Separate Computations
- What is the Foreign Tax Credit (FTC)?
- Why does the State of California audit businesses to ensure compliance with sales and use taxes? How does the State determine whether to audit my business?
- The BOE reviews the purchase invoices of my business
- What is the “Deemed Paid” Foreign Tax Credit?
- Basic Tax Rules for Passive Foreign Investment Companies
- How are passive activity expenses and losses characterized
- What is passive activity gross income?
- What are the conditions of a passive activity deduction?
- How are rental activities defined?
- Special allowance for rental real estate activities
- What is the Real Estate Professionals exception?
- IRS challenge to Real estate Professional status
- Do interest and penalties stop while appeal is pending?
- How the appeals process ordinarily concludes?
- How to request a CDP with the Office of Appeals
- How Do I Start an IRS Tax Appeal?
- How Long Until the IRS Appeals Office Hears my Protest?
- Recovering administrative and litigation costs
- Help for economic harm due to IRS collection actions
- Could Bypassing Appeals For Tax Court Backfire?
- Appeal if IRS rejected or terminated installment agreement?
- What are the main advantages of filing an Appeal?
- Filing an Appeal vs. proceeding straight to Tax Court
- What can I expect from Appeals?
- What does the IRS Appeals Office expect from taxpayers?
- How is the IRS Appeals Office required to treat taxpayers?
- What exactly is the function of the IRS Appeals Office?
- Failed to Respond to Notice of Deficiency within 90 Days?
- What to do if I don’t agree with the IRS audit results?
- How to appeal a collection action instituted by IRS
- How Do I Successfully Protest an IRS Audit Decision?
- Protections to ensure the appeals office is independent
- Can’t Reach an Agreement with the IRS Office of Appeals?
- What types of IRS collection actions can be appealed?
- How to Know if it’s Time To Request an Appeals Conference
- Why to call the Tax Law Offices of David W. Klasing
- Need to File an Appeal? Ditch Your Original Tax Preparer
- How is evidence cultivated from foreign sources?
- How is tax loss determined?
- How might an FBAR audit be resolved?
- Is a penalty assessment ripe for judicial review?
- Common reasons the IRS and DOJ start investigations
- Overview of an administrative criminal investigation
- What is the process of an FBAR referral?
- Statute of Limitations raised during a FBAR audit?
- Precautions to be taken in the pre-audit phase
- Recent international tax and reporting prosecutions
- Foreign account, entity and investment prosecution
- Who collects restitution and penalties?
- International tax investigations are an IRS high priority
- How many tax returns will I amend for my FBAR filing?
- FBAR Voluntary Disclosure program end
- Can I make a voluntary disclosure after the deadline?
- Can I use IRS Voluntary Disclosure if I Can’t Pay?
- Potential reporting requirements and civil penalties
- What Happens if You Don’t Disclose Foreign Accounts
- Criminal charges if you refuse voluntary disclosure
- Characteristics of FBAR voluntary disclosures
- What is required to make a valid voluntary disclosure?
- 2012 Offshore Voluntary Disclosure Initiative Objectives
- What is an FBAR?
- Filed amended returns without making a Voluntary Disclosure
- Undisclosed foreign accounts: What exchange rate to use
- Why did the IRS announce the 2012 OVDI at this time?
- Should I consider making an offshore voluntary disclosure?
- Why to consider making a Voluntary Disclosure
- 2012 OVDI program vs. the voluntary disclosure practice
- Foreign bank account asset reporting/filing requirements
- Can more than one person be considered responsible by IRS
- How unpaid employment tax payments are allocated
- When a corporate officer is considered a responsible party
- Examples of trust fund recovery penalty determinations
- Failing to pay employment taxes after notice is given
- How to determine responsible person for trust fund recovery
- Assessing trust fund recovery penalty and option to appeal
- What is the trust fund recovery penalty?
- What are the penalties for failure to pay employment taxes
- When am I considered liable for company’s employment taxes
- Can substitute return deficiency be discharge in bankruptcy
- Substitute return modified by subsequent delinquent return?
- Do I file every delinquent return for each missing year?
- How does the IRS identify non-filers?
- How important is it to the government that I didn’t file?
- Delinquent tax return criminal prosecution likelihood
- Will I get a refund on a delinquent tax year?
- What happens after enforcement action has begun?
- Should I use an attorney, EA or a CPA to represent me when I re-enter the tax system?
- Why do people drop out of the tax system?
- What happens after the IRS identifies me as a non-filer?
- IRS has not previously filed substitute returns
- Tax attorney representation when re-entering tax system
- How will the government force me to file returns?
- What penalties can IRS impose on delinquent tax filings?
- What should I do to re-enter the tax system?
- Can Law Office of David W. Klasing help me re-enter system?
- Will tax collection taken by authorities affect my credit
- I concealed bank accounts from the government
- Forgetting or failing to file tax return
- David W. Klasing Offer in Compromise help
- How long does it take to get an Offer in Compromise?
- What exactly is an Offer in Compromise?
- How exactly do I apply for an Offer in Compromise?
- How to protect my Offer in Compromise from being revoked
- Prerequisites to obtaining an Offer in Compromise
- Form 433-A (OIC) Collection Information Statement with OIC
- When will the IRS entertain an Offer in Compromise?
- What are the ways Offers in Compromise can be paid
- Objectives of the IRS Offer in Compromise Program
- Will Offer in Compromise affect criminal tax liability?
- Offer in Compromise includes liabilities prior to marriage
- What payments are required with an Offer in Compromise
- Will an Offer in Compromise affect installment agreement
- Offer in Compromise effect on statute of limitations
- Filing Offer in Compromise affect collection actions?
- How will I know if my Offer in Compromise is accepted?
- What happens when IRS finds something wrong with my offer
- Why was my offer found to be unacceptable?
- Is an accepted Offer in Compromise public record?
- What legal effects does entering into an Offer in Compromise have on a taxpayer?
- 2011 Offshore Voluntary Disclosure Initiative FAQ
- Key Features of Initiative
- Eligibility For This Initiative
- 2011 OVDI Process
- Calculating The Offshore Penalty
- Statute of Limitations
- FBAR Questions
- Taxpayer Representatives
- Case Resolution
- What not to do!
- What to do!
- FBAR Reporting and Expired Voluntary Disclosure Program
- How the Law Offices of David W. Klasing Can Help
- Bank account overseas I didn’t report on my income tax
- Do I have to maintain information on overseas bank accounts
- Requirements to litigate tax court deficiency action
- How to litigate claim in Federal Claims or District Court
- What discovery methods apply in Federal Tax Litigation?
- What is a notice of deficiency?
- What tax issues can be successfully litigated?
- Which federal court should I litigate my tax issue in?
- Who can represent a taxpayer in the Tax Court?
- Who has the burden of proof in Tax Litigation
- What is Injured Spouse Relief?
- Can I appeal a denial of innocent spouse relief?
- Understatement of income vs. underpayment of tax
- How soon can I file for Innocent Spouse Relief?
- What types of innocent spouse relief are available?
- When Should I Consider Filing for Innocent Spouse Relief?
- I was forced to sign my erroneous return
- My spouse or ex-spouse lied on tax return
- Signed joint return that was wrong. Can I be granted relief
- What is involved with the due diligence process?
- Asset purchase/asset acquisition defining characteristics
- What are the defining characteristics of a stock purchase?
- What are the defining characteristics of a merger?
- What is a short-form merger?
- California law concerns for mergers or acquisitions
- How do mergers and acquisitions implicate securities law?
- What corporate law considerations should I be aware of?
- Hart-Scott-Rodino Act and mergers and acquisitions
- What are general characteristics of purchase agreement?
- Common ancillary agreements for purchase and sale agreement
- How to properly close a purchase and sale transaction
- The four goals of business succession planning
- Selling or transferring a business to family members
- What is a family business?
- What issues may arise if I decide to sell my business?
- How to understand the basics of a family business
- Is it easy to give my child my business?
- What is the relationship between a family trust and my family business?
- Who can I transfer my business to?
- Business succession planning and when it should begin
- What is a buy-sell agreement?
- If a major asset is an interest in a closely-held business
- How do buy-sell agreements affect business estate taxes?
- How to select fair price with owner in buy-sell agreement
- The disadvantages of using a buy-sell agreement?
- How to fund the purchase price for a buy-sell agreement
- Buy-sell agreements and possible tax consequences
- When should my business use stock purchase agreement?
- What is estate planning?
- Estate and gift tax purpose and how are two related?
- Who is subject to estate and gift taxation?
- Property and property transfers included in gross estate?
- Employment benefits with regard to the gross estate
- Are pre-death transfers included in the gross estate?
- What joint interests are included in the gross estate?
- Is life insurance includable in a decedent’s gross estate?
- What types of transfers are subject to estate tax
- Effect of disclaimer or renunciation of property
- Are U.S. estate taxes assessed against a foreign estate?
- Receiving gift or bequest from foreign individual
- Foreign trust distributions for tax purposes
- Methods to determine whether a trust is foreign or domestic
- Tax and reporting considerations of a foreign grantor trust
- Foreign non-grantor trust with US beneficiary
- Role of executor/trustee in distribution of estate?
- What generally are the basic duties of a trustee?
- How does someone inventory assets?
- What is involved in paying debts and taxes?
- What fiduciary duties does a trustee need to fulfill?
- What is duty to account and how a trustee complies
- Tax returns, critical dates, deadlines trustees should know
- What is a step up in tax basis and am I eligible?
- Provisions to know in decedent’s testamentary instrument
- Parent-child and/or grandparent-grandchild exclusion
- How should a trustee document his or her actions?
- Tax consequences if I decide to immigrate to the U.S.?
- What is the scope of the Exit Tax?
- Can you avoid the Exit Tax prior to expatriating from U.S.
- Can I abandon green my card for tax purpose
- When is a Permanent U.S. Resident subject to the Exit Tax?
- US citizen living abroad. Concerned about increasing taxes
- Does it matter who I name as the executor of my Will?
- Formality requirements in using single jurisdictional will
- Single-jurisdictional wills not straightforward to set up
- Do multiple wills result in a more efficient estate
- Should I use a multi-jurisdictional wills that limit creditor rights?
- Any benefits to using a single multi-jurisdictional will?
- Multi-jurisdictional will if I live in foreign country?
- I’m not a citizen but I have real property in the U.S.
- Nonresident looking for help with estate planning
- What is the Mens Rea component of tax crimes?
- What is a proffer agreement and what are the risks?
- Why to have an attorney to review a proffer agreement
- Why enter into a proffer agreement?
- Limited use immunity from proffer agreements
- Difference between civil and criminal fraud allegations
- What is a Collection Due Process (CDP) Hearing?
- What is an Equivalency Hearing?
- I received a notice from the IRS, what do I do?
- I moved and never received notices from the IRS