There are many tax issues that influence decisions an attorney must make.  We offer fast, accurate and well-documented analysis of the tax aspects of your cases.  Our analysis includes citation to code or other authority and is directed to you, not your client.  We do not solicit your client during, or after, the case.  Any referral for continuing accounting or tax services is up to you.  

 

Divorce attorneys:

Do your clients have any of these problems:

  • Possible post-divorce tax audit liabilities from prior year joint returns?
  • Spouse has been an underpaid partner in a joint business?
  • Small business must be split between divorcing parties?
  • Business assets must be used for property settlement?
  • C or S corporation must distribute assets to fund divorce settlement?
  • Probable future sale of home and other residential assets?
  • Property settlement alternatives may have unknown tax consequences?
  • Pre-or post-nuptial agreements may have unknown tax consequences?
  • Prior joint return tax preparer shows one-sided history with one spouse?

 
 

Estate attorneys:

Do your clients have any of these problems:

  • Want to explore family foundations for tax advantages and shaping of future generations?
  • Have a family foundation and need tax and program guidance?
  • Family foundation employs extended family members or receives donations from others?
  • Need tax analysis of options in a closely-held business or business succession plan?
  • Have unrelated business activities or ownership within foundation operations?
  • Having trouble with disqualified persons rules?

 
 

Bankruptcy attorneys:

Do your clients have any of these problems:

  • Prior year tax return due diligence may reveal compliance issues?
  • On-going negotiations with IRS on prior year returns?
  • Marital problems complicate bankruptcy filing and administration?
  • Concurrent OIC or installment arrangements with IRS?
  • Possible innocent spouse claim during bankruptcy?
  • May need to use bankruptcy court to negotiate tax settlement?
  • Other income within household complicates budget negotiation?
  • A partnership or sub-S corporation is involved?
  • Spouse of filer has been a business partner or employee?
  • Filer has employed family members or children in Sched. C business?


For a discussion of how we can assist you with client tax issues, please call Fred Westcott, EA, at (909) 381-3628 or send an email inquiry via the form below:

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