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This is part 3 of 6 of our in-depth guide to winning your audit. When the IRS Increases Your Tax Bill Without an Audit The IRS increasingly relies on computer-generated tax bills that are technically not audits. This means your tax return still could be examined in the future. The IRS is authorized to make […]

This is part 2 of 6 of our in-depth guide to winning your audit. Audit Selection—Why Me, O Lord? You just got an examination notice from the IRS. Are you merely unlucky, or are there more sinister forces at work? Computers and Classifiers The IRS computer is to blame for most audits. Each year, your […]

This chapter deals with the types of IRS audits—both correspondence and face-to-face—that individuals and small business owners are most likely to face.

Funeral plans, burial spaces/plots, and prepaid burial contracts are exempt for Florida Medicaid if the funeral plan or burial contract is irrevocable. These contracts need to be with a funeral home or funeral director in order to be excluded. Typically, when you purchase a prepaid funeral plan or burial contract, the contract is often revocable […]

A Florida Medicaid Qualified Income Trust is used when an individual has too much income to qualify for Medicaid. Currently the yearly Medicaid maximum an applicant for Florida nursing home Medicaid can have is $2,349 (2020) per month. If the applicant is even a penny or dollar over the $2,349 per month amount, then the […]

When are Funeral Plans, Burial Spaces/Plots, and Prepaid Burial Contracts Exempt from Florida Medicaid? Funeral plans, burial spaces/plots, and prepaid burial contracts are exempt for Florida Medicaid if the funeral plan or burial contract is irrevocable. These contracts need to be with a funeral home or funeral director in order to be excluded. Typically, when […]

The short answer is yes. If a Power of Attorney was validly created in another state, then the Power of Attorney is valid here in Florida. However, many out of state Powers of Attorney do not comply with Florida law. We often advise clients to have the Power of Attorney updated. This article will explore […]

Errors on Florida death certificates frequently happen. Thankfully, there’s a way to fix these Florida death certificate errors through the Florida Department of Health, State Office of Vital Statistics. This step by step guide will walk you through how to fix some of the most common errors found on Florida death certificates. Step 1: Filling […]