As you may or may not know, my younger sister recently passed away. Ali and I just returned from the funeral in New York. Thank you to those of you that expressed your well wishes to us.
On that sad note, I want you to know that even when there is a death in the family, there may be tax filings, from final 1040s to estate tax returns and the estate’s income return.
I am an expert on the preparation of these tax returns in addition to the other more common ones such as individual and corporate federal, multi-state, gift, 990s etc.
It is important that you understand the portability rules between spouses and how we use these rules to offset any taxes the ultimate beneficiaries may face.
You seek out a financial planner for your estate financial planning, should you not be consulting a tax professional like an Enrolled Agent for your tax planning?
An Enrolled Agent is America’s Tax Expert and the only authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all levels of the IRS.”
New clients mention this email and pay just $197 for the consultation. All appointments must be scheduled before March 22.
Call 772-337-1040 today and book your appointment.
So until next time,
Jeffrey “last of my family” Schneider