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In California, there are two formal probate procedures—one for estates valued at more than $150,000 (Regular Probate) and one for estates...

Taxpayers often have a myriad of reasons regarding why they fail to file taxes on time or at all. Some of these reasons are good reasons....

While some taxpayers wait until the last minute to file, others are extremely prepared and wonder if they can file early. Perhaps they’ve...

It seems that the winter months of January and February drag by, with each day lasting longer than the previous. And yet with the...

In 2015, the IRS revealed a plan that would have given the option for non-profit organizations to collect certain personal information...

Most taxpayers know that facing a tax audit or tax investigation is not an enviable position to find oneself facing. While many people...

The IRS budget has essentially been under siege as year-after-year Congress has slashed the organization’s budget. The impacts of the...

Whether you prefer the term gig economy or sharing economy, the feel-good language can obscure one major shift that the new economy has...

It is a reasonably common practice for certain business owners to pay workers “under the table” or “off the books.” Oftentimes, the...

You are probably a conscientious person who completes his or her work prior to, or at least by, the deadlines. But, for whatever reason,...

Taxpayers who have failed to file their taxes thus far may have good reasons for doing so. Perhaps they are still waiting on certain tax...

For many Americans, filing taxes is both a matter of duty and a function of fearing the consequences of what will happen should he or she...

It is quite common for a rental property to generate a loss for tax purposes, particularly where there are significant improvements made...

In our previous blog post we discussed the first six tax scams. In this post, we will take a brief look at the additional scams...

For some taxpayers it may seem that they have an ever-expanding collection of 1099s. 1099 income is simply a fact of life for many...

A common issue that comes up in trust administration matters is whether a successor trustee will be paid for serving as the successor...

A majority of people do not have sufficient assets to warrant the time and expense of filing a probate petition. For estates where there...

In February 2015, the IRS released a list of the top twelve illegal tax scams for which people must watch out. Included on the list are...

As discussed in our blog on Heggstad petitions, revocable living trusts may be funded from property that is not identified by deed or...

There are two categories of powers of attorney: (1) durable power of attorney and (2) advance health care directive. Questions about this...