Income Taxation of Trusts in California
Recently, in a closely watched case, the California Superior Court in San Francisco rejected the Franchise Tax Board’s long-standing approach to the... Read More
IRS Closer to Obtaining Virtual Currency Records
On Nov. 30, 2017, after a lengthy summons enforcement proceeding, a federal district court issued an order granting in part and denying... Read More
Blog
2017 Tax Reform – Last Minute Year-End Moves in Light of Tax Cuts and Jobs Act
Congress is enacting the biggest tax reform law in thirty years, one that will make fundamental changes in the way you, your... Read More
IRS New Compliance Campaigns and International Audits of Individuals
On November 3, 2017, the IRS announced the roll out of 11 Large Business and International (LB&I) Compliance Campaigns.LB&I previously announced the... Read More
Blog
New Appeal Procedures – California Franchise Tax Board
Starting January 1, 2018, appeals of Franchise Tax Board (FTB) decisions will be heard by the Office of Tax Appeals. Created by... Read More
Blog
IRS Announces Rollout Large Business and International Compliance Campaigns
On November 3, 2017, the IRS announced the roll out of 11 Large Business and International Compliance Campaigns (LB&I). LB&I had announced... Read More
Blog
Can the IRS Take My Passport?
Are you about to embark on a business trip to Latin America or a well-needed family vacation to Italy or Paris? Do... Read More
Blog
Recent Case Sheds Light on FBAR Willfulness Penalty
In Bedrosian v. United States, Dep’t of the Treasury, IRS, No. 15-5853, 2017 U.S. Dist. LEXIS 56535 (E.D. Pa. Apr. 13, 2017),... Read More
Offshore Compliance Issues: Problems and Solutions
Steven L. Walker will speak at Super Seminar before the California Society of Enrolled Agents in Las Vegas, Nevada, on the topic... Read More
Foreign Account Tax Compliance Act (FATCA) – Form W-9
Have you been contacted by a foreign bank and asked to provide documentation to confirm your status as a U.S. person or... Read More
