IRS inflation related adjustments to tax rates, Ron Cohen, Episode 31

The IRS is Getting a Funding Increase, Episode 21 with Ron Cohen

IRS inflation related adjustments to tax rates, Episode 31 by Ron Cohen

Today we discuss:

-IRS inflation related adjustments to tax rates

-Social Security inflation adjustments

-The status of tax law legislation post mid-term elections

About The Show:

Hello and welcome. This is Ron Cohen. I’m a tax partner with the firm of Greenstein, Rogoff, Olsen & Co., LLP and we’re located in beautiful downtown Fremont, California. I appreciate you signing in to listen to my self-indulgent, and sometimes narcissistic comments about the tax system.

No Reliance:
Take no reliance on anything you hear on this podcast. This is mostly for entertainment and education. In order to get an opinion from me or my firm you have to sign an engagement letter and give us all of the facts.

After we do some research about your situation we’ll come back and formally give you an opinion. And only then can you use that advice for purposes of entering into any transaction or filing a tax return.

Plagiarism is Okay!
Everything in the tax rules is from the Internal Revenue Code, its regulations, court cases, and various internal memorandums by the Internal Revenue Service. Lots of lawyers and CPAs write very good articles that we will often attach in the show notes.

They are trying to show how smart they are to the public so everyone copies from everyone else, and I certainly want to give them credit. We’re not writing any novels, nor creating deep or original thoughts here.

No Politics
We try to stay out of general politics, however tax law is developed through legislation in Congress and anything that’s legislative has its own political ups and downs. And I feel free to comment on that.

How I Help:
Our firm does around 1400 tax returns for various people. The demographics range from little grandmothers all the way up to high tech executives and multinational corporations.

We also specialize in family office services for wealthy groups with far flung entities and we also help those groups with things such as bill paying and taking care of their day-to-day financial operations

No Cheerleader for the Tax System:
Our tax system is intrusive, an invasion of privacy and it’s tedious. You need to look at a 12 step flowchart to figure out in some cases whether you can take your mortgage interest deduction.

It is part of the technocratic Administrative State that has built up in this country since World War Two, and I don’t like it.

Other countries have simplified the tax system in many ways, despite this we always try to get an A+ (not an A-, or a B, or a C) in our work and make sure it is accurate. Well prepared tax returns rarely get audited, and the best tax audit, is the one that never comes!

Please let us know if there are specific topics you’d like to hear about in future episodes.

Ron Cohen, CPA

Partner at Greenstein, Rogoff, Olsen & Co., LLP
Email: rcohen@groco.com
510.797.8661

The IRS is Waiving Penalties For Not Filing During Covid, If.... Episode 29, Ron Cohen

Show Notes:

IRS provides tax inflation adjustments for tax year 2023

https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2023

Leadership changes—and challenges—dominate as lawmakers return for lame duck session

https://www2.deloitte.com/content/dam/Deloitte/us/Documents/Tax/us-tax-taxnewsandviews-221118.pdf

A Greener Home Can Save You Green Under the Inflation Reduction Act, here’s the link:

 

To view more content like this, click here to subscribe to our YouTube channel

And click here to receive our FREE Newsletter.

Sponsored by:

Top Gifts for this Christmas Season

Top Gifts for this Christmas Season

Top Gifts for this Christmas Season   It’s that time of the year again! Lots of last-minute shoppers will be hunting through department stores for the perfect gift for their loved ones. With so many new and exciting products and technologies that have been released over the past year, it’s hard to know what the…

money

How Are the Ultra Wealthy Spending Their Money?

How Are the Ultra Wealthy Spending Their Money? If you were extremely wealthy what would you spend your money on? Chances are if you’re reading this, then you don’t have to dream about being extremely wealthy; you already have plenty of money at your disposal. So what comes to mind? What are people like you…

Top Tips to Stay Productive

Top Tips to Stay Productive No matter what a person’s career entails he or she wants to be productive. When you are the most productive you can be that’s when you typically reach your greatest levels of success. Productivity can be measured in many different ways, but typically when you’re productive you get required tasks…

estate planning

Estate Planning for the Wealthy

Estate Planning for the Wealthy When was the last time you looked at your estate plan? If you can’t answer that question, either because it’s been so long that you can’t remember or because you still don’t have an estate plan in place, then you have some work to do. With the New Year almost…