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Bruce Givner

Bruce Givner’s Answers

2,937 total


  • U was let go of my job in Feb 2015 filed for unemployment and I guess my boss was not paying taxes. I had photocopys of my

    Handwritten paychecks for two years. So I reported him with the labor board and anyone else that would listen.finally an auditor called me stateing that they determined that I can get unemployment and to expect a check in ten days. Edd sent me for...

    Bruce’s Answer

    You should contact the Legal Aid Society of San Diego at 877-534-2524.

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  • In California, Is there any way to appeal my property tax base year value after the 60 day deadline?

    I have a property in California and I received a notice that the property tax was being reassessed and that I had 60 days to appeal the decision. However, I did not act in time and the deadline has now passed. Do I have any recourse?

    Bruce’s Answer

    Yes. You can always file an appeal with the assessment appeals board on a prospective basis. You may simply have lost the ability to argue about a prior year.

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  • Can we dispute EDD's penalties for our Payroll Provider's negligence?

    Our company transitioned from one payroll provider to another and neither companies filed or paid our quarterly SUI contributions for the quarter. The EDD website states they will charge a penalty of %15, so we're looking an $18K loss. What is the...

    Bruce’s Answer

    Mr. Halverson, an extremely bright tax lawyer, has given you an excellent answer. Why don't you hire him?

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  • Are taxable benefits funded by a third party considered taxable?

    For example, if my employer uses a platform to process my payments and the platform allows me to convert my net income into higher-valued gift cards, would the added value of the gift card be considered taxable? So for a specific example, I decide...

    Bruce’s Answer

    Mr. Souza, an extremely bright man, has given you an excellent answer. If you are receiving $60 of benefit then you have $60 of income.

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  • Do I have to report a regular deferred UK university pension as a trust on 3520-A?

    I am receiving no payments. All I get is an annual statement in April telling me what I could be paid in 20 years time. If I have to report this, not sure what numbers to put in a 3520-A form or when to file. The first "pension" tax year I will be...

    Bruce’s Answer

    You are not the U.S. owner of a foreign trust. Read the instructions to the form. If they are unclear, which I can easily see, it is because the concept of a U.S. owner of a foreign trust is a complex one. That refers to someone setting up a trust which is revocable, or someone else setting up the trust and giving you certain powers over it.

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  • Friend & I are spending tens of thousands of dollars on animal campaign. How can we get tax benefit without creating a nonprofit

    We have a volunteer group that campaigns against animal cruelty and we spend lots of our own money for our campaign such as postage, give away items, t-shirts, newsletter fees, leaflets, donating to activists overseas,...etc. We spent tens of tho...

    Bruce’s Answer

    You cannot get a tax benefit without creating a non-profit the way you are currently behaving. You can contribute money to an existing non-profit, but it may not let you act as you are currently doing.

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  • Can I abandon an LLC that's FTB suspended?

    I have an LLC that was established in 2009. All tax returns were filed with income flowing into Sch C as sole proprietor. I never received notification to pay the annual $800 fee. As such, all years were delinquent. Recently, the FTB sent a suspen...

    Bruce’s Answer

    If you did not take any money out of the LLC while it owed the tax, then you do not have any personal liability.

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  • Can I sue my tax preparer for submitting my tax return with incorrect information?

    Our tax preparer submitted 2012, 2013, & 2014 tax returns w/false information. She stated we had over $5K in business expenses and huge losses to a home business that is non existent. She also stated we had property that we did not. We only pro...

    Bruce’s Answer

    As the other fine lawyers have indicated, you sign your return under penalty of perjury. So, as between you and the IRS, you are responsible for the return. However, if your return preparer ignored the documents you provided and made up deductions, you still may have a cause of action. The question will be: what are your damages? If the preparer prepares the corrected returns for you and does not charge you form them, then you may not have any damages. Interest is not damage. Only penalties would be damages.

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  • My wages are being garnished and I will recieve an inheritace soon can the IRS take the inheritace

    I will be the one file the will and request personal representation under a bond

    Bruce’s Answer

    Yes. The IRS can seize the inheritance. It is an asset which is not exempt.

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  • I sold personal stock, through my online brokerage account, while living in CA, do I have to pay CA franchise tax?

    I was living in Ohio, and partime in CA, when I sold some personal common stock, filed my taxes in Ohio in 2011, 12, then in CA for 13, 14. I only made 2300.00 dollars in 2013 from stock sales, no money in 2014 Franchise. CA franchise board sta...

    Bruce’s Answer

    Messrs. Egli and Halverson have given you superb advice. You should pick up the phone and buy time from one of them. If you were a California resident when you sold the stock, then you own tax to California.

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