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  • During National Tax Security Awareness Week, be sure to take note of this information provided by the IRS. Be sure to share it with your clients, too. IRS, state tax agencies and the nation’s tax industry ... Read

  • Tax Transcript Email Scam

    The Internal Revenue Service and Security Summit partners today warned the public of a surge of fraudulent emails impersonating the IRS and using tax transcripts as bait to entice users to open documents ... Read

  • Today, the IRS Internal Review Service Advisory Council (IRSAC) released their 2018 final report to the Commissioner of Internal Revenue. This annual report contains evaluations of current practices and ... Read

  • Thomas, Are there assets that are going through probate?  The estate that makes this election is the probate estate.  If there is no probate , there is no probate estate.  In that case, the trust is considered the "Filing Trust" and the trust information ...

  • Please pay attention to what Mark Nelson, Sr is saying.  And read the cites he provided.  Since it appears the sale was virtually complete when she died, this is IRD.  As such, whether or not there was a life estate, whether or not it was a gift, whether ...

  • I use Drake and SFP. Last  year, my process was to upload the draft return to SFP, then send the e-file authorizations via SignatureFlow.  It works, and it's cost effective, but it's not smooth. I'm implementing a lot of automated workflows in my business ...

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