Cryptocurrency, US National Debt & IRS Scam Calls 01.29.19
Join us this week as we discuss how the IRS is treating Cryptocurrency, Why the US actually has over $200 Trillion in national debt and how to know if a phone call from the IRS is real or a scam. For questions regarding these or other tax issues you may have please contact me at 510-797-8661
Selecting a Good Trustee – Factors to Consider When Choosing a Trustee
Selecting a Good Trustee – Factors to Consider When Choosing a Trustee By Rocco Beatrice WHAT TO LOOK FOR IN A TRUSTEE When selecting a Trustee the most important qualities of a trustee are honesty, stability, dependability, organization, financial experience, and ability to devote time and energy on an impartial basis for the benefit of…
Tax Strategies Under Obama Tax Plan
Tax Strategies Under Obama Tax Plan Everyone is aware that President-elect Barack Obama has stated his case clearly that there will be a major tax bill for 2009. As our experience shows, a first-term tax law will probably not see passage by both houses until as late as July; however, it is more than likely…
Gift Tax: Tips from the IRS
Gift Tax: Tips from the IRS Taxpayers who have given gifts exceeding $11,000 in value to a single individual must report the total gift amount to the Internal Revenue Service (IRS). The giver may owe taxes on the gifts. The recipient, however, does not have to report or pay taxes on the value of the…
Secondary Market May Impact 409A Valuations
Secondary Market May Impact 409A Valuations An issue gaining attention with respect to 409A valuations is the fact that many private company shares are increasingly being traded in the secondary market. There is a debate among valuation specialists over how transactions in private company stock impact the value of the company securities for 409A purposes.…