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Financial News, Tips & More!

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Late Filed Returns and Bankruptcy

Historically, a taxpayer could late file tax returns and, after a two-year window, discharge the taxes in a Chapter Seven bankruptcy. Even if the IRS had done Substitute for Returns (SFR), the taxpayer could discharge the taxes if he or she met the two-year rule. In 1999, a...

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FBAR in a FATCA World

FBAR is an acronym standing for Report of Foreign Bank and Financial Reports. This report is due annually June 30th on all Taxpayers with offshore assets; it is a Report that Taxpayers must file in addition to disclosure on schedule B of their 1040s. There are extremely harsh...

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The Ominous Nevada Margin Tax

On the Nevada ballot is an initiative proposed by the teacher’s union to raise funds for Nevada schools. Nevada has some of the worst schools in the country, so the initiative sounds good on the surface – who doesn’t want to help school kids? However, if this tax is passed it...

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Breaking California Residency

Everyone is leaving California; few are migrating here. U-Haul charges four times as much for outbound trucks and trailers as in-bound. The state has been run into the ground by a tax and regulatory climate that is the worst in America. Breaking California residency is tough....

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First Time Penalty Abatement (FTA)

The IRS will liberally abate first time penalties;  this includes both failure to pay, IRC 6651(a)(2) & IRC 6651(a)(3).  and failure to file penalties, (IRC 6651(a)(1) , IRC 6698 & IRC 6699 on both income and payroll tax debts and returns.  Failure to Deposit Penalties...

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Tax Debts and Community Property States

California and Nevada are community property states. It is often the case in a marriage where one spouse has tax debts, but the other does not that the husband and wife decide to file separate returns.  The strategy behind this is to protect the innocent spouse from the spouse...

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Americans Renouncing Citizenship Due to Taxes

In 2013, record numbers of Americans renounced their citizenship in favor of another country for fear of the taxes they may be required to pay. In the 12 years between 1998 and 2010, the average number of Americans that renounced citizenship was around 500 people a year, and it...

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HELP: Offer in Compromise

  For many people, the stress of taxes end with the end of tax season, but when you have back taxes you can be just beginning a path towards a scary and big problem.  The main cause of this difficulty is that the interest and penalties continuously building up. New Hope...

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