Archive for Blog

What’s the best way to send tax payments to the IRS?

  • August 12th, 2014
  • David Greene
  • Comments Off on What’s the best way to send tax payments to the IRS?

First, if you mail payments, you should always use certified mail to send anything to the IRS. That way you get the green card back, which is proof that they received it. However, there is now a

Consequences of not paying estimated taxes

  • July 22nd, 2014
  • David Greene
  • Comments Off on Consequences of not paying estimated taxes

Having more expense than income is a common occurrence in today’s world with the current economic situation. This is especially true for someone who owns a small business or gets 1099 income, i.e. the person is paid for services but no taxes are withheld. The small business owner or

What are the odds of being audited?

  • May 6th, 2014
  • David Greene
  • Comments Off on What are the odds of being audited?

The odds of any one person being audited are very slim. A new research report recently was published that stated that individuals and small corporations only have a one per cent chance of

Joint Offer in Compromise for Divorced Couples

  • April 25th, 2014
  • David Greene
  • Comments Off on Joint Offer in Compromise for Divorced Couples

In an earlier blog, I talked about an ex-wife’s liability when the ex-husband successfully pursued an Offer in Compromise. I said that the IRS can pursue this person’s ex-wife for any joint tax liability remaining after his Offer in Compromise is paid. Today I’m going to propose another solution to

Filing when you cannot pay the amount due

  • April 15th, 2014
  • David Greene
  • Comments Off on Filing when you cannot pay the amount due

Should you file a return even if you cannot pay the mount due? Yes, you always need to file your return on time even if you can’t pay. This is Tax Day and I hope all of my readers will file their returns, or an extension, today. What you do not want to do is ignore the tax due. There are

Joint Tax Liability After Divorce

  • April 8th, 2014
  • David Greene
  • Comments Off on Joint Tax Liability After Divorce

Consider the following situation. Husband and wife owe delinquent taxes. Sometime later they divorce and the judge orders husband to be responsible for all delinquent taxes. What happens to the wife’s liability if the husband successfully pursues an Offer in Compromise?

Filing Delinquent Tax Returns

  • March 26th, 2014
  • David Greene
  • Comments Off on Filing Delinquent Tax Returns

You should always file delinquent returns for at least the past seven years. However, first, be sure to file your 2013 return on or before April 15 no matter what else you do or don’t do. You should

Asset Protection Trusts

  • March 11th, 2014
  • David Greene
  • Comments Off on Asset Protection Trusts

Many people are confused and sometimes misled about what kind of Trust they should use. A revocable trust cannot protect your assets from creditors. It is not meant to do that. The primary

How to prove you filed your tax return

  • February 26th, 2014
  • David Greene
  • Comments Off on How to prove you filed your tax return

If you file your tax return and then the IRS loses it and sends you a letter saying you never filed, how can you prove you did? You may think the IRS does not lose tax returns, but they do every year. There are five primary ways to file that the IRS recognizes as providing proof of time of filing.

Rules for Tax Deductible Gifts

  • February 18th, 2014
  • David Greene
  • Comments Off on Rules for Tax Deductible Gifts

Here are the rules: (1) You must have a written statement from the charity for a gift over $250 or at least a bank or credit card statement for any monetary donation; (2) gifts are deductible in the year

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