IRS

The IRS recently released its “Dirty Dozen” report – a list of the top twelve tax scams that taxpayers should avoid. Many of these scams are widespread and common in matters beyond tax, such as identity theft and information phishing. However, some are peculiar to the tax field and are very [...]

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Estate Tax

I was listening to the radio Friday evening when the announcer described a news report to be aired after a commercial.   Normally, I would change the station but was intrigued by the story — a son evicting his mother from the home she had lived in for forty years.  The news story reported [...]

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Estate Planning

Identifying Sandbox Issues In the prior post from February 21st, I identified circumstances that resulted in the destruction of family wealth.  In this post, I want to address what Frank Brunetti terms “Sandbox Issues. Sandbox issues are conflicts among siblings during childhood that remain  [...]

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