Tax - Your Tax Matters Partner

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...

Estate Tax Hits 100th Birthday And Paul Caron Calls For Many Happy Returns

by admin | Sep 15, 2015 | Tax

Originally published on Forbes.com. As the Jeb Bush tax plan, which calls for the elimination of the estate tax was announced, I did not see anyone remark last week that September 8 was the 100th anniversary of the estate tax . For that I needed Paul...

Jeb Bush Tax Plan Could Disrupt Real Estate And Small Business

by admin | Sep 13, 2015 | Tax

Originally published on Forbes.com. Whatever the long-term effect of the Bush 2016 tax plan, there is one provision that may create something of a shock to both real estate and the financing of small business. In the “Backgrounder” for the Reform and...