Tax - Your Tax Matters Partner

Edith Windsor And The Struggle Against DOMA As Seen By A Tax Geek

by admin | Sep 17, 2017 | Tax

Originally published on Forbes.com. Edith Windsor, whose Supreme Court case overturned the Defense of Marriage Act, just died. You can get many of the details of her life from the New York Times obituary by Robert McFadden. The New York Times does a bang-up job on...

Gulf War Syndrome In Tax Court

by admin | Sep 13, 2017 | Tax

Originally published on Forbes.com. Always root for the disabled veteran. That is one of my principles in reading Tax Court decisions. This required me to do some digging in the case of Gregory Bruce. Absent my root for the disabled veteran principle Mr. Bruce,...

Obamacare Travesty In Tax Court

by admin | Sep 5, 2017 | Tax

Originally published on Forbes.com Judge Ronald Lee Buch of the Tax Court seemed to think that Steven and Robin McGuire were getting a raw deal from the IRS on an excess tax credit under the Affordable Care Act. Unfortunately, Judge Buch could not do much about it....

American Living In Canada Loses First Round In Fight Against Harsh IRS Penalty

by admin | Aug 18, 2017 | Tax

Originally published on Forbes.com. Donald Dewees is struggling to recoup a $120,000 penalty that the Canadian Revenue Department grabbed from him on behalf of our Internal Revenue Service. He had a setback last week with an unfavorable decision from Judge...

Grandparents Lose Tax Benefits To Daughter’s Common-Law Marriage

by admin | Aug 15, 2017 | Tax

Originally published on Forbes.com. The Tax Court dealt with a messy family situation last week and, as is usual, the results are not pretty. The names of the players in TCS 2017-62 are public record now, but I will not contribute further to their fame. There are two...

Billion Dollars In Losses From EY Tax Shelter Knocked Out By Tax Court

by admin | Aug 11, 2017 | Tax

Originally published on Forbes.com. The legal fallout from the “X-Rated” tax shelters first exposed by Janet Novack and Laura Saunders in 1998 seems never-ending. This week’s decision BCP Trading and Investments LLC by Judge Holmes is on a petition...