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An EIN—also known as an employer identification number—is often used to identify an estate when there is an active probate. The EIN is provided by the IRS and should be obtained by the personal representative or executor once the letters testamentary or letters of administration have been issued. The EIN is necessary for the personal […]

Would you like to wipe your tax slate clean at an enormous discount? The IRS has accepted less than 1% of a tax bill and called it even. There is no legal right to ever have a valid tax bill reduced by the IRS. It is entirely a matter of government discretion whether or not […]

As an estate planning attorney, I see all the benefits a properly organized estate can offer on a daily basis. The benefits of estate planning aren’t likely as evident to others and I wanted to help share some information on what an estate plan is, the benefits it offers, and how to get started. What […]

A common question we get is what in the world is a Florida lady bird deed? A lady bird deed—also known as an enhanced life estate deed—is a type of deed that allows an individual to make sure that their property does not pass through probate to pass to their beneficiaries after death. Overview A […]

In this article, we have collected the 20 most commonly asked questions about tax audits and briefly answered them for your reading pleasure. Explore our tax content to find in-depth information about each question. Frequently Asked Questions Our website is filled with an in-depth discussion regarding specific dealings with the IRS. Sometimes, all one needs […]

The IRS is powerful, but not without limit. After getting over the shock of reading “we have selected your federal income tax return for examination,” look carefully at the year or years on the audit notice. In general, after you file a tax return, the IRS has only three years to begin and end an audit of […]

Some field audits last a couple of hours and are wrapped up that day. In extreme cases, a revenue agent may spend hundreds of hours over a year or two conducting a field audit. The typical field audit, however, involves an interview with the revenue agent that lasts an hour or two, followed by the […]

IRS appeals rules differ, depending on the amount of taxes you are disputing from an audit. It’s important to know at which thresholds the IRS separates requests. Smaller cases allow for a less formal appeal request while larger cases require more in-depth communication. Below, you’ll find an overview of these two case determinations and how […]