Learn how the question of whether a trust can be an annuitant plays out, from ownership structures and tax deferral rules to common estate planning uses.
Learn how to close a church legally, from board authorization and winding down finances to filing state dissolution paperwork and closing out with the IRS.
Learn how a TCC number fits into IRS electronic filing, from who needs one and how to apply through keeping it active and the consequences of not e-filing.
Learn how to handle a 12C letter from the IRS, from verifying it's genuine and understanding what's being requested to sending a reply and tracking your refund.
Learn who pays taxes on life estate property, from the life tenant's yearly bills to gift, capital gains, and Medicaid issues that reach the remainderman.
Learn how using a personal credit card for LLC expenses plays out, from liability and tax consequences to reimbursement rules and cleaner alternatives.
Learn how refusing an inheritance works, from the legal requirements and filing process to where the property goes and the tax consequences that follow.