Retirement Plan Roll Over Basics
Jun 07, 2011Basics of Rollovers of Retirement Plan Distributions A rollover of a retirement plan distribution is a tax-free distribution of cash or other assets from one retirement p...
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Henry Daniel Lively's Legal Guides (322)
Newport Beach, CA
Tax Lawyer at Newport Beach, CA
Practice Areas: Tax, Estate Planning
The IRS has Opened a Second Voluntary Disclosure Initiative for Undisclosed Foreign Bank Accounts
Jun 05, 2011The Internal Revenue Service is giving taxpayers a second chance to disclose those foreign bank accounts that they did not disclose the first time. The IRS has designed this program to bring offshore m...
See Full GuideDo You Need To Change Your Name When You Get Married for Tax Purposes?
Jun 05, 2011The name on your tax return must match the name on your Social Security Card to process your Federal income tax return. Especially, if you efile your return will be immediately rejected if your name on...
See Full GuideShareholder Liability for Minimum Corporate Franchise Tax in California
Jun 04, 2011An often asked question in California is whether a shareholder is liable for the minimum franchise tax that is unpaid on a corporation if the corporation is suspended. I believe it is clear that a shar...
See Full GuideBeing Responsible For Someone Elses Taxes - Transferee Liability
Jun 04, 2011It is bad enough these days paying our own taxes, but being responsible for someone elses taxes - how could that be. Yet, it is true that you can be held responsible to pay someone elses taxes and some...
See Full GuideDeduction for Mortgage Insurance Premiums
May 29, 2011A question often asked is whether you can deduct the Insurance Premiums that you pay on your mortgagte for tax purposes. Yes you can treat amounts you paid during 2010 for qualified mortgage insuran...
See Full GuideTax Attributes Issues With Cancellation of Debt Exclusions
May 29, 2011There has been a lot of discussion surrounding cancellation of debt income. Particularly with regard to the cancellation of debt with regard to Short Sales of Real Estate, Forclosures, and deeds in lie...
See Full GuideWhat Are Your Options When You Owe the IRS?
May 29, 2011It is not uncommon, especially in the economy today, to end up owing the Internal Revenue Service more than you can actually pay currently. This happens for various reasons. The reasons are not the sub...
See Full GuideAudits of Form 571L in California - Unsecured Property Taxes.
May 08, 2011In California, business owner must complete and file a Form 571L annually. This is the Form that the County Assessor uses to compute the amount of tax that you must pay for Unsecured Property Taxes for...
See Full GuideGrantor Trusts in Estate Planning
May 08, 2011Grantor trusts are key documents that are used in Estate Planning. Section 671 of the Internal Revenue Code defines the tax effect of a Grantor Trust. The bottom line is that the Grantor shall include ...
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