Entries by Tax Attorney

IRS provides tax relief to Minnesota victims of severe storms, flooding

IRS provides tax relief to Minnesota victims of severe storms, flooding On August 12, 2024 the Internal Revenue Service (IRS) announced tax relief for individuals and businesses in 25 Minnesota counties affected by severe storms and flooding that began on June 16, 2024.  These taxpayers now have until February 3, 2025, to file various federal individual and […]

IRS tax relief now available to Hurricane Debby victims in all of South Carolina, most of Florida and North Carolina, and part of Georgia

On August 9, 2024 the Internal Revenue Service (IRS) announced tax relief for individuals and businesses in four states affected by Hurricane Debby.  These taxpayers now have until February 3, 2025, to file various federal individual and business tax returns and make tax payments. The tax relief postpones various tax filing and payment deadlines that occurred beginning […]

Is your inheritance from a deceased family member’s estate held up due to the decedent’s outstanding tax returns or outstanding tax liabilities? Read this for your options …

Is your inheritance from a deceased family member’s estate held up due to the decedent’s outstanding tax returns or outstanding tax liabilities? Read this for your options … Probate is the field of law that determines how an estate must be divided. Each state has its own laws and statutes requirements to determine if and […]

Were You Disinherited From An Estate? Are You Receiving A Different Amount In An Inheritance Than What You Expected? Read This For Your Options.

Were You Disinherited From An Estate? Are You Receiving A Different Amount In An Inheritance Than What You Expected? Read This For Your Options. Probate is the field of law that determines how an estate must be divided. Each state has its own laws and statutes requirements to determine if and how an estate must […]

What You Need To Do When A Decedent Has Outstanding Tax Returns Or Outstanding Tax Liabilities?

A taxpayer who dies with unfiled income tax returns and/or outstanding tax liabilities to the IRS or any State tax agency complicates the administration of the decedent’s estate or trust.  That is because the estate or trust will now be accountable to creditors, including the IRS and State tax agencies given that the decedent’s rights, […]

Did A California Decedent Fail To Title An Asset Into A Trust And You Are Looking To Avoid Probate? Consider utilizing a Heggstad Petition.

Did A California Decedent Fail To Title An Asset Into A Trust And You Are Looking To Avoid Probate? Consider utilizing a Heggstad Petition. In the realm of estate management and planning, a Heggstad petition plays a crucial role when a California decedent has neglected to formally transfer their property into their trust prior to […]