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 […]