Archived
After 13 months of asking my sister for a copy, i finally got a copy of my mom trust , so now what do I do ? no atty named...
Matthew's answer
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Answered on April 09, 2012
Both attorneys offer sound advice in saying that the trust is going to be the controlling instrument. It would be a good idea to talk to a probate...
Archived
What will happen when I redo taxes for the past 8 yrs? Does a tax prep usually charge again per yr even if always done w/ same p
Matthew's answer
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Answered on April 09, 2012
I agree with the other attorney as to wondering why this needs to be done. However, it seems fair for your tax preparer to ask to be compensated...
Archived
Can OK child support hold ex husbands taxes to be paid to me for back support for 6 months before they release it to me?
Matthew's answer
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Answered on April 09, 2012
Is this for Federal or State taxes? From the Federal side, If a taxpayer owes back taxes and back child support, the Department of Treasury will...
Archived
I owe taxes for 2005,6,7,8 (31,000) and have not filed taxes 2009,10,11(18,000). Can Attorney help negotiate with IRS b4 levy
Matthew's answer
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Answered on April 09, 2012
Before the IRS will negotiate with your or anyone representing you, it will want you to be current on your taxes. This means filing the last three...
Service of process on a trustee
Matthew's answer
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Answered on April 08, 2012
You could always enlist a process server. Some of them are very effective at finding individuals that have conveniently disappeared. You could...
Archived
My husband passed away we have a revokable trust do i need to show all of these documents to my tax account
Matthew's answer
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Answered on April 08, 2012
Your accountant or whoever assists you in preparing the final tax return will likely benefit from seeing the trust. The actual trust itself will...
Archived
Can I claim tax benefits on expenses and costs paid for prior to formation of single person LLC in CA? How?
Matthew's answer
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Answered on April 08, 2012
It sounds like you are operating as a sole proprietorship. You would file a Schedule C that provides your income and expenses in relation to your...
Archived
How can I do if the seller refused to pay the difference in property tax in a real estate transaction even with affidavit?
Matthew's answer
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Answered on April 08, 2012
Given that the dispute is only about $200, filing suit in small claims court is likely the only option that makes sense financially. Even the idea...
Archived
Release of tax refund money
Matthew's answer
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Answered on April 08, 2012
I would first make sure that the entity that is requesting you to fax information is in fact the IRS. There are a lot of scams going around these...
Archived
How do I gift My children money cash free in a will
Matthew's answer
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Answered on April 08, 2012
The annual gift exclusion for 2012 is $13,000 for each person you make a gift to. This means that you can gift up to that amount to as many people...
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