How to Protect Yourself From Identity Theft During Tax Season
- David Greene
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Tax season is already stressful enough without the added risk of fraud. Unfortunately, identity theft continues to affect taxpayers across the country. This article delves into… How tax identity theft usually occurs, and signs of fraud to be aware of….
What Happens If You File Your Taxes Late but Don’t Owe Anything?
- David Greene
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If you filed your tax return late but do not owe the IRS anything, you may not face the same penalties as someone with unpaid taxes. Still, there are important deadlines to know, especially if you are owed a refund….
What South Carolina Heirs Need to Know About Step-Up in Basis Rules After a Loved One Dies?
- David Greene
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Inheriting property or investments often raises questions about taxes, especially when it comes time to sell. One of the most important concepts to understand is the “step up in basis” in South Carolina. This article explains… What a “step-up basis”…
How to Know If You Qualify for the IRS First-Time Penalty Abatement Program
- David Greene
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Facing IRS penalties can be stressful, especially if you have otherwise been compliant with your tax obligations. In this article, we address… How the first-time penalty abatement program works The types of IRS penalties that can be waived. Whether penalty…
Your 2026 IRS Filing Strategy: What South Carolina Families Should Do Differently This Year?
- David Greene
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Preparing early can make a significant difference when tax season arrives. In this article, we’ll tackle… The tax documents you will need to prepare for the 2026 tax season. What to do if your household income changed significantly over the…
What To Do If Your Sibling Is Misusing Power Of Attorney Over A Parent
- David Greene
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When a sibling misuses a power of attorney, the financial and legal consequences for a parent can be severe. Power of attorney abuse is a breach of fiduciary duty that requires immediate attention and, in many cases, legal intervention. In…
How To Handle Family Conflict Over An Estate Without Going To Court
- David Greene
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Disputes during estate administration frequently arise from unclear instructions, missing property, or competing interpretations of a will. Estate dispute mediation offers a practical alternative to litigation, allowing conflicts to be resolved without court involvement. In this article, we address the…
How To Title Assets Correctly To Align With Your Estate Plan
- David Greene
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One of the most overlooked aspects of estate planning is how assets are titled. Even with a well-drafted will or trust, incorrectly titled assets can undermine your intentions and create unnecessary complications for your loved ones. This article explains… Why…
Should You File An Amended Return Before The IRS Contacts You?
- David Greene
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Errors on a filed tax return create legal exposure that should be addressed promptly and deliberately. Filing an amended tax return before an IRS audit allows taxpayers to correct mistakes, demonstrate good-faith compliance, and reduce the risk of penalties or…
What To Do When A Named Beneficiary Passes Away Before You Do
- David Greene
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Planning for the unexpected is one of the most important aspects of creating a solid estate plan. One common concern people have is what happens if a beneficiary named in their will or trust dies before they do. This article…