Posts Tagged ‘audit’

Headed for divorce? Here are some tax tips.

  • November 17th, 2021
  • David Greene
  • Comments Off on Headed for divorce? Here are some tax tips.

There are several things I recommend you do if you think you might find yourself going through a divorce, both for future tax audit sake and to make sure all assets are revealed.  First, copy all of your financial records…

How long should one keep tax documents?

  • November 5th, 2021
  • David Greene
  • Comments Off on How long should one keep tax documents?

The answer is not as simple as you might think.  If you have the room, it would be wise to keep those records for at least ten years.  In these days it is easy to scan paper documents and store…

What can I do to avoid being audited?

  • May 27th, 2021
  • David Greene
  • Comments Off on What can I do to avoid being audited?

I often get this question during tax season.  There is nothing you can do to guarantee that you will never be audited.  However, by following three simple rules, you can minimize your chances of being audited and, if you are…

Are foreign bank accounts illegal for American citizens?

  • October 8th, 2020
  • David Greene
  • Comments Off on Are foreign bank accounts illegal for American citizens?

It’s amazing the rumors that abound about the IRS.  You will not get in trouble for merely having a foreign bank account, so long as you report it properly on your tax return.  Many people and businesses have such accounts…

Are offshore bank accounts illegal?

  • September 24th, 2020
  • David Greene
  • Comments Off on Are offshore bank accounts illegal?

As I have mentioned previously in this column, the IRS has launched an aggressive offensive campaign against people who have offshore bank accounts.  It is certainly not illegal to have an offshore account or credit card and there are many…

How should one report non-cash contributions?

  • May 19th, 2020
  • David Greene
  • Comments Off on How should one report non-cash contributions?

Keeping proper records to support contributions claimed as a tax deduction can be tricky.  If you claim cash contributions, you must have a receipt from the charitable group to whom you gave the contribution.  Also, the gift must be to…

The PEOPLE FIRST INITIATIVE from the IRS

  • April 3rd, 2020
  • David Greene
  • Comments Off on The PEOPLE FIRST INITIATIVE from the IRS

In conjunction with the CARES Act and other directives from the President, the IRS has begun a new initiative called the People First Initiative.  The highlights are as follows: If you are in an existing Installment Agreement, payments due between…

Which people get in tax trouble the most?

  • March 12th, 2020
  • David Greene
  • Comments Off on Which people get in tax trouble the most?

I can’t say that there is any one group that tends to get in trouble more than any other, but there is one type of taxpayer who tends to get in trouble frequently.  Self employed people tend to find themselves…

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