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  • Posted in: Tax Talk

    Bob, I believe that the thread or threads refer to trusts, and their "rules" vary from state to state. However, when someone dies and a fiduciary steps into the shoes of the deceased person, the...

  • Posted in: Tax Talk

    Several years ago the local TAS office referred a taxpayer to me that needed returns back to 2000 done. The TAS officer had to get the older W&I transcripts from an archive. I think the information...

  • Posted in: Tax Talk

    Let's be fair. I agree that not all EAs are proficient. But I also know a number of CPAs that are not. ------------------------------ Jack Franklin EA, ATA, ATP, RTRP Franklin...

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