Reportable Transaction Disclosure Statement
Reportable Transaction Disclosure Statement Section references are to the Internal any series of steps carried out as part Participation in a Revenue Code unless otherwise noted. of a plan. Reportable […]
Reportable Transaction Disclosure Statement Section references are to the Internal any series of steps carried out as part Participation in a Revenue Code unless otherwise noted. of a plan. Reportable […]
It’s not all planning. Sometimes the IRS might disagree with planning you did with other advisors and you need to find counsel to ensure that your rights are protected, the facts are interpreted […]
Restricted Property Trust Jeff Gerber Ins. Life Disability Long Term Care Health Interesting ideas are being touted as the latest and greatest uses of Life Insurance for obtaining enormous tax […]
Article added by Roccy DeFrancesco on May 12, 2015 I just confirmed that Pacific Life Insurance suspended all sales of their Section 79 plan. Why are sales being suspended? I […]
by Nicholas Paleveda I was sitting in my office bored, which is what plan administration work will do to anyone, when the phone rang from our home office in Salt […]
You must disclose information for each reportable transaction in which you participate. See Reportable Transaction Disclosure Statement, later. Material advisors with respect to any reportable transaction must disclose information about the […]
Abusive tax shelters are marketing schemes involving artificial transactions with little or no economic reality. They often make use of unrealistic allocations, inflated appraisals, losses in connection with nonrecourse […]
Investing in an abusive tax shelter may lead to substantial expenses. First, the promoter generally charges a substantial fee. If your return is examined by the IRS and a […]
The IRS has published guidance concluding that the claimed tax benefits of various abusive tax shelters should be disallowed. The guidance is the conclusion of the IRS on how the […]
Form 8886 is required to be filed by any taxpayer who is participating, or in some cases has participated, in a listed or reportable transaction. New BISK CPEasy™ CPE Self-Study […]