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...

[Video] When Should I Update My Estate Plan?

https://youtu.be/uZUX-1YnWgs When Do You Need to Update Your Estate Plan? Any time you undergo a significant life event such as: Marriage First Marriage- In California, your spouse does not receive 100% of your estate under the laws of intestate succession; specify...

[Video] Filing an IRS Petition in a U.S. Tax Court

https://www.youtube.com/watch?v=WsIWJvGDfso What to Expect in U.S. Tax Court Reasons to Take Your Matter Before the United States Tax Court: You’ve recently undergone an audit or examination. You have taken the proper administrative steps to argue your case but still...