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Splitting Up Family Assets Can Raise Estate Taxes

Splitting Up Family Assets Can Raise Estate Taxes

Originally published on Forbes.com Apr 13, 2013 The main problem with estate planning for families is that families are involved.  They have this tendency to behave like families and not families like this one: There seems to have been some sort of discord in the...
IRS Encourages CPA To Take Up New Trade

IRS Encourages CPA To Take Up New Trade

Originally published on Forbes.com Apr 12th, 2013 Ever send an e-mail to your CPA asking him if he wants to have lunch at your favorite restaurant at a particular time and get a response like this: Sure. In accordance with applicable professional regulations, please...
The First Angry Tax Blogger

The First Angry Tax Blogger

Originally published on Forbes.com Apr 12th, 2013 Thanks to years of browsing and seeing things that I can’t resist along with a reasonably tolerant covivant, portions of my living area have the feel of a library about them.  I think I’ve got a better...
April 15 What To Do If You Don’t Have The Dough

April 15 What To Do If You Don’t Have The Dough

Originally published on Forbes.com Apr 12th, 2013 Back in the good old days, when money actually earned interest, there was this sense, in certain circles, that people bragging about their refunds were chumps.  Not so much anymore.  In late 2011, my ship finally came...
Keeping The 99% Out Is Not Promoting Social Welfare

Keeping The 99% Out Is Not Promoting Social Welfare

Originally published on Forbes.com Apr 11th, 2013 Sometimes large questions are buried in obscure pronouncements.  So it is with PLR 201313031 which raises the question of what it means to “promote social welfare”.  The issue was whether the anonymous...