Month: January 2008
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. In my…
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…
NC Incompetency and Guardianship Proceedings
This is a basic outline of initial procedures and considerations in an incompetency and guardianship proceeding in North Carolina. Such proceedings are…
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…
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…
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…
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…
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…
