IRS Questions

February 16, 2016

Canadian Snowbirds, Part I

Q. My husband and I are Canadian citizens who are snowbirds and own a unit in OTOW. We file IRS form 8840. One of us is […]
February 10, 2016

Trust Me, Part I

Q. I am the beneficiary of a trust and in year 2016 and thereafter, I will be receiving a yearly amount of income from it. Is […]
February 10, 2016

Trust Me, Part II

Q. If I transfer some of my assets to an irrevocable trust for the benefit of my daughter who is handicapped, will I have to pay […]
November 16, 2015

IRS SCAM ALERT

SCAM ALERT: If you receive a call from someone who claims to be with the Internal Revenue Service and who tells you that you’d better cooperate […]