Month: April 2010
NC Medicaid Beneficiary Liable for Overpayment
In this North Carolina Court of Appeals case a Medicaid beneficiary was held liable for overpayment of Medicaid benefits when a newly…
When can I get rid of old tax records?
From our eNewsletter: Perhaps it’s a good thing that the April 15th tax deadline and the urge to spring clean coincide. It…
Today is National Healthcare Decisions Day
2010 marks the 20th Anniversary of the enactment of the Patient Self-Determination Act, and April 16th, 2010 is the Third Annual National Healthcare…
10 Ways to Attract an IRS Audit
With accompanying pictures, this article on Forbes.com gives us 10 things NOT to do with regard to our tax returns….
An Estate Tax Nightmare…
Forbes.com has been publishing a series on finance and taxes – here’s one about an estate tax worst case scenario: Estate Tax Could…
Retroactive Estate Tax in 2010 Less Likely?
There has been talk in Washington about possibly reinstating the estate tax retroactively to January 1, 2010? If that’s done, however, many…
AALU Report on Estate Tax Reform
A recent AALU report, Update on Estate Tax Reform: Developments and Dynamics, lists three factors that affect the ongoing environment for federal estate…
It’s Time to Review Your Will!
My law firm, TrustCounsel, is currently in the process of reviewing all of our clients’ estate plans and notifying those that need…
Estate Tax ‘Choice” in 2010?
Support is growing in Congress for allowing estates of decedents dying in 2010 to choose between the $3.5 million estate tax exemption…
Top 10 Tips for Last Minute Filers
Don’t be an April Fool, read these tax tips from the IRS (2010-62): 1. E-file your return Don’t miss out on the benefits…
