What legal procedures do I need to follow when receiving a gift from a foreign individual (tax wise)?

My colleagues have correctly identified the form 3520 that you need to file with IRS for the gift if it meets the criteria in the instructions. Be...

In California Whom can be directed to sign legal documents for a cognitive paralyzed person ?

From your question not sure if you are referring to a notary needing an attorney to advise them what type of notarial act the document requires -...

Yes, notary date can be different from the signature date. The National Notary Association states that in California "If the document is dated in...

I am considering suing a CPA firm who is supposed to be representing me in an IRS Audit for malfeasance.

Your immediate concern is to address the IRS assessments. Do you have an engagement letter with the CPA? did it limit their service to the first...

Living Trust, retirement and bank account

The cautions in the other answers should be paid close attention. this is not a do it yourself project because of those issues mentioned. You can...

My sons girlfriend was trustee of his SNT- I am now trustee but lawyer Requesting I Sign waiver to not dispute her actions?

It appears the attorney that drafted the documents to make you the successor trustee represents the girlfriend. He probably would have a conflict...

Does a trust amendment needs to be file in court in the state of California.

Neither trusts or amendments are filed with a court unless required in a court proceeding of some kind.

How do I handle the mistake my tax accountant made on my income tax return?

You should write to the first CPA to let them know you want them to prepare the amended return at no cost and if you have to hire another CPA to do...

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What is my status as an employee shareholder who's only income is profits in the form of a company check?

It is not clear whether the company is taxed as a "C" corporation or as an "S" corporation. A C Corp pays tax on its profits and the shareholders...

I and my wife file joint tax returns - should we submit one FBAR (one for both of us) or two (one for each)?

On form 114 there are different sections for joint and separately owned assets. Depending on ownership with or without the other of you fill out...