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  • Joanne, Be sure to read the trust document.  It is in unusual  for the grantor not be the trustee on a revocable trust. ------------------------------ Al Haab CPA, EA alhaabcpa@haab.us Sarasota FL (941) 922-3443 ------------------------------

  • Hi Mary, I checked the Oregon site and couldn't find anything specific about the exclusion. However, Oregon does start their return using the federal AGI and then has additions and subtractions to calculate Oregon taxable income. I checked the additions ...

  • Al, Yes, I did see that.  But, it is not clear from the subsequent detail if the funds disbursed and forgiven were trust funds.  In any event, since Mom is not the trustee, she could not execute a document forgiving the debt and, apparently, the trustee ...

Main Street Practitioner

In this issue of Main Street Practitioner:

  • Rainmaking – What will you do differently in 2018?
  • Don’t Let Your Client Suffer the Consequences of Not Paying Withholding Taxes
  • What is Bitcoin?
  • Financial Abuse of the Elderly
  • Is Your Firm Serious About Security?
  • Client Needs Analysis: The Process and Questions
  • The Many Hats of Fraud Prevention

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