Experience. Dedication. Results.
The Recorder, a California legal publication, reports on oral argument in a Ninth Circuit case involving the act of production doctrine. Under this doctrine, a person can invoke his Fifth Amendment rights against the production of documents only where the very act of...
Coming up this month:Amy Halloran will present "Tax Aspects of Estate Planning" for Young Tax Lawyers on September 20, 2012Ms. Halloran will discuss the some of the most costly mistakes in estate planning when income tax aspects are ignored and how a good estate plan...
Not rain, nor sleet, nor snow will stop the U.S. Postal Service from delivering your Tax Court Petition, but try to save a few bucks by using Federal Express' "Express Saver Third Business Day" and your petition is not considered "mailed" according to the U.S. Tax...
This week the Treasury Department and the United Kingdom signed a bilateral agreement to implement the information reporting and withholding tax provisions under the Foreign Account Tax Compliance Act (FATCA). The model agreement was developed in July 2011 with input...
In a recent announcement, the California Controller has indicated his office is broadening a review of public employee retirement accounts. He stated that his office needed further time to complete the audits so they can review all the targeted accounts. These...
Although most taxpayers are not deliberately trying to commit a crime by filing a "creative" tax return, or simply not filing a tax return, the reality is that such action, or inaction, can in fact lead to a criminal or civil fraud investigation. Although the statute...
A recent article in Reuters reveals that the Internal Revenue Service (IRS) acknowledged that information provided by Bradley Birkenfeld was so helpful in revealing the secrets of the Swiss banking system that he would receive a $104 million whistle-blower award. Mr....
The United States entered into agreements earlier this year with certain federally recognized Indian tribes to settle long-running lawsuits in which the tribes accused the Interior Department and the Treasury Department of mismanaging the monetary assets and natural...
Most people use social networks to stay connected to friends, family and colleagues, and now the Internal Revenue Service (IRS) has taken the social network concept and has begun using data mining technology to find U.S. taxpayers with foreign bank accounts. Bloomberg...
This week, the Court of Appeals in the state of New York has been asked to determine whether or not revenue earned by strip clubs from admission fees and lap dances are subject to state sales tax or whether such income falls under an exemption relating to dramatic or...
