Tax - Your Tax Matters Partner

Trump Tax Plan Would Increase Deficit By Over $10 Trillion

by admin | Sep 29, 2015 | Tax

This post was originally published on Forbes Sep 29, 2015 When I wrote about Donald Trump’s tax plan yesterday, I wrote that I would leave the scoring to the people who did that sort of thing, but that I would be surprised if the plan turned out to be revenue...

Trump’s Plan Inverts Traditional Tax Planning Makes Carried Interest Moot

by admin | Sep 28, 2015 | Tax

This post was originally published on Forbes Sep 28, 2015 The Donald Trump tax plan is out. Big picture it seems like people who don’t pay much now will pay nothing and everybody will pay a lot less, but it is revenue neutral. I’ll save the scoring part...

A Slick Estate Planning Trick And Intimations Of Mortality

by admin | Sep 25, 2015 | Tax

This post was originally published on Forbes Sep 25, 2015 The Tax Court decision in the case of Jean Steinberg is a great example of planners taking a rule that is meant to prevent taxpayers from getting away with something and using it to, well, get away with...

Yogi Berra’s Sayings Worked Their Way Into Tax Decisions

by admin | Sep 23, 2015 | Tax

Originallly published on Forbes.com. Yogi Berra besides being a great baseball player and manager is also known as something of a common man philosopher for his sayings sometimes called Yogi-isms not all of which he actually said. As is my habit when the prominent...

The Tax Code Explained & Why It Matters In This Presidential Race (No, It’s Not 70K Pages)

by admin | Sep 21, 2015 | Tax

Originally published on Forbes.com. The trope of the “70,000 page tax code” which has been embraced by some of the presidential candidates is really starting to aggravate me. So far I have noted Jeb Bush, Ben Carson and Carly Fiorina leading their tax...

Tax Rules Forbid Churches From Endorsing Candidates, Will IRS Take Action?

by admin | Sep 20, 2015 | Tax

Originally published on Forbes.com. The IRS continues to make it clear that political campaign intervention by 501(c)(3) organizations including churches is absolutely prohibited. Under the Internal Revenue Code, all section 501(c)(3) organizations are absolutely...