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      Private Letter Ruling: When do I Need One?

      5/27/2010 10:34 AM
      Most taxpayers will never need  private letter ruling from the Internal Revenue Service ("IRS").  However, for those taxpayers who have a tax issue that is unclear and might involve a significant amount of tax, before the taxpayer takes the intended action, it makes perfect sense for him or her to request an IRS private letter ruling. For those not familiar with an IRS private letter ruling, it is a request to the IRS to rule on a particular tax issue for a particular set of facts.& ...
      Comments (0) | Visits (2473)

      Client Deaths in 2010: Good or Bad?

      5/21/2010 7:08 AM
      If you represent the super-wealthy, who have long-standing family businesses that may never be sold, a death in 2010 could bring unprecedented tax relief.  Why is that?  When the Economic Growth and Tax Relief Reconciliation Act was passed in 2001, it contained a provision that eliminated estate taxes for 2010, and only 2010.  No one thought that Congress would just forget about it.  But, they did! Thus, if Robert Smith, the sole owner of a $50 Million national food chain, ...
      Comments (1) | Visits (778)

      Determining the Maximum Allowable Pension Rate: Part I

      5/13/2010 2:47 PM
      When assisting a VA claimant with a nonservice-connected pension claim, determining the maximum benefit amount the claimant is entitled to can become perplexing. The Veterans Administration ("VA") offers nine maximum benefit amounts based on whether the award is for a veteran with a spouse, a single veteran, or a single surviving spouse of a veteran; and the rating of the particular claimant.  The calculation for the respective category of pension income will provide a VA pension benefit ...
      Comments (0) | Visits (6151)