STEP 10: STEPS FOR TAX PROS WITH DATA INCIDENTS; TIPS TO HELP PROTECT CLIENTS, TAXPAYERS The IRS, state tax agencies and the tax industry today reminded tax professionals that if they experience a breach or theft of taxpayer... Continue Reading
This newsletter is the second part of a multipart series to help you understand the factors, skills and strategies involved in business negotiations. The first part was provided in the August newsletter and discussed the main... Continue Reading
Orphans’ court properly allowed decedent’s sister to present a duplicate of decedent’s will for probate because the orphans’ court correctly recognized that the burden of proof was on the sister to overcome the... Continue Reading
Effective July 1, 2017 a “real estate company” owning Philadelphia real estate will owe realty transfer tax on its real estate on a change of 75% or more of the total ownership interest in the company within a 6-year period... Continue Reading
The personal representative (sometimes referred to as the Executor or Executrix or the Administrator or Administratrix) is appointed as part of the probate proceeding and has the responsibility of managing the estate... Continue Reading