January 2008 Posts

  • IRS Warns of New Email and Phone Scams

    The IRS issued a warning today about new telephone and email scams. Click "Continue Reading" to view the official notice. ...
  • For Baby Boomers Only

    This is a big departure from my normally somewhat "dry" postings, but as a baby boomer myself, I found this animated short quite funny and wanted to share it. Enjoy!...
  • IRS Lists 4 New Frivolous Positions to Avoid

    The IRS recently published a notice naming four new frivolous income tax claims: Misinterpretation of the 9th Amendment to the U.S. Constitution regarding objections to military spending....
  • Thoughts on the Future of the Federal Estate Tax

    This week I’m in Orlando at the University of Miami School of Law’s Heckerling Estate Planning Institute. Yesterday there was a discussion of what may be coming down the pike as to the federal estate tax (death tax):...
  • North Carolina's Wealthiest ZIP Codes

    According to ESRI, most of North Carolina’s wealthy live in the Charlotte area, but the Triangle boasts eight of the top 25 wealthiest ZIP codes in NC. ...
  • Federal Tax Law Changes for 2007 Returns

    This in information is courtesy of the NC State Giftlaw Newsletter. Of broadest interest in probably the increase in the AMT exemption and the delay it will cause for early filers who expect refunds....
  • Estate Plan Effectiveness and Maintenance Information

    Even the best estate planning documents will not be effective if they are lost or inaccessible. To help ensure that the documents are available when needed, we offer the following suggestions to our clients:...