IRS

October 31, 2020

Scam Alert: The IRS Will Never Call You!

  SCAM ALERT: In an earlier column this year, I discussed income tax filing as being April 15, which it was at the time I wrote […]
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 […]
The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.