Tax Returns – The Innocent Spouse

Disclaimer: The tips and materials provided on this page are for informational purposes only, offered as public service. No information on this website should be considered legal advice or used as a substitute for legal advice. For legal advice, you should contact an...
When Do I Need a Tax Lawyer? Why?

When Do I Need a Tax Lawyer? Why?

As a tax lawyer, I’m commonly asked the questions, “When Do I Need a Tax Lawyer?” or “Why Do I Need a Tax Lawyer?” Here are the answers. You need a tax lawyer: Anytime you are audited by the IRS or State Taxing Agency Anytime you dispute the amount of tax asserted...
When Is Your Trust Taxable in California?

When Is Your Trust Taxable in California?

Generally, a trust is taxable in California if a fiduciary or beneficiary (other than a contingent beneficiary) is a resident of California under California Revenue and Taxation Code 17742.  This is true even if the original settlor was not a resident of California....
Top 3 Ways to Hack the Tax Cuts and Jobs Act

Top 3 Ways to Hack the Tax Cuts and Jobs Act

Update your W-4 Taxpayers can no longer claim a personal exemption.  Make sure you have proper wage withholding.  If you enjoy getting a refund when you file taxes, and you don’t want to owe, you will likely need to update your W-4 Get the medical procedure you’ve...
Repeal of State and Local Income Tax (SALT) Deduction

Repeal of State and Local Income Tax (SALT) Deduction

By now, you have probably heard that the 2017 Tax Cuts and Jobs Act has limited the deduction for state and local income tax (SALT) to $10,000 for all tax filers, including tax filers who file their tax returns as married filing jointly.  If you are a California...

Tax Changes for 2018

https://youtu.be/2TE1RvU4TQg   As you may be aware, there will be some drastic tax changes that will go into effect in 2018.  Many clients want to know how this will affect them. Please consider the following changes: There will still be 7 income tax brackets for...
Tax Tips for 2017: Are You Tax Compliant?

Tax Tips for 2017: Are You Tax Compliant?

The end of the year is fast approaching, and if you haven’t already done so, now is the time to make sure that you are tax compliant for 2017 prior to the start of the new year. An experienced tax attorney familiar with tax law and tax litigation can help you become...