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IRS Says Charitable Trust Not Charitable Enough

IRS Says Charitable Trust Not Charitable Enough

Originally published on Forbes.com. The decision in the case of the Estate of Arthur Schaefer made me realize that I had left something out of Reilly’s Laws of Tax Planning. It was a caution about being too aggressive that we used to use at Joseph B Cohan and...
Does Paper Filing Avoid Identity Theft?

Does Paper Filing Avoid Identity Theft?

Lu Gauthier of Boston Tax Institute has given me permission to reproduce his email blasts. Two practitioners have responded to our request below: one files only PAPER returns and has had NO cases of identity theft; another files about 120 returns electronically and...
Review Of Julian Block’s Home Seller’s Tax Guide

Review Of Julian Block’s Home Seller’s Tax Guide

  Originally published on Forbes.com. I didn’t expect to learn anything from reading Julian Block’s  The Home Seller’s Guide To Tax Savings.  I’m kind of arrogant that way relying on primary sources, but I picked up some important points...
Alan Collinge Still Fighting For Student Debt Reform

Alan Collinge Still Fighting For Student Debt Reform

It has been some time since I have published anything from student loan activist Alan Collinge.  Here is the latest update on his activities. Hello Folks: I am happy to say that we have now been in Washington D.C. for 6 months as of yesterday. Given the rough start...