Tax & Pension Law

What The IRS Doesn’t Want You To Know

Friday, April 28, 2017

What Triggers An Audit? While you can’t fully protect your tax return from every examination, you should be mindful of some key tax issues when preparing your return. Of course, some things are simply obvious audit triggers... Continue Reading

Inherited IRA Excluded From Bankruptcy Estate

Tuesday, November 15, 2016

Five months before debtor filed Chapter 7 bankruptcy petition, debtor’s stepmother died, leaving an IRA naming debtor as beneficiary. Because the inherited IRA was a qualifying trust, it should not have been included in the... Continue Reading