Category Archives: Tax

IRA Rollovers–Don’t Get Rolled in the Process

The failure to execute the actions required for the IRA rollover exactly the way the IRS wants you to will result in a penalty and sometimes a significant one.

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IRS Announces Relief of New Filing Requirements for Charitable Organizations

One of the most controversial moves the IRS has made under the Pension Protection Act of 2006 (PPA) is to expand the number of organizations that have to file the very lengthy Form 990 which is the charities informational return.

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The Boss Has the Last Laugh

George Steinbrenner\’s estate may avoid any federal estate tax because of Congressional inaction. Will your estate be as lucky?

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