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IRS’s Audit Campaign in Puerto Rico

Posted by Brandon Keim | Jul 08, 2022 | 0 Comments

If you are facing an audit after a recent move to Puerto Rico, this could be due to the Internal Revenue Services increased examination of U. S. citizens who have moved to Puerto Rico and claim to be exempt from paying U.S. taxes.

Are Taxes Dischargeable in Bankruptcy?

Posted by Brandon Keim | Jul 01, 2022 | 0 Comments

Filing for bankruptcy, in some cases, may be a way for you to discharge some of your tax debt on state and federal levels. But there are aspects that need to be considered in order to determine if the tax debt is dischargeable or not. For example, in most cases federal tax debt can be discharged if the returns need to be filed on time and the debt needs to be at least three years old.

The Coming “Beneficial Ownership” Reporting Requirements

Posted by Brandon Keim | Jun 10, 2022 | 0 Comments

The corporate transparency act is a new federal disclosure requirement for companies requiring companies to be identify their beneficial owners. The act is to assist law enforcement and local agencies discover who are beneficial owners of corporations to prevent them from disguising any illegal acts made by the corporation.

What Makes a Trust a ‘Foreign Trust’?

Posted by Brandon Keim | May 13, 2022 | 0 Comments

Because foreign trusts have different taxation requirement, it is important to note the difference between a U.S. domestic trust and a foreign trust. There are a couple tests you can use to make this distinction, one is by determining if a U.S. court has jurisdiction over the trust and another is by determining who holds the decision making powers for the trust. Knowing the difference helps to comply with tax requirements for foreign trusts.

Going After the Return Preparers: The IRS Letter 4523 and Beyond

Posted by Brandon Keim | Apr 01, 2022 | 0 Comments

Recently we have seen an increase in IRS Letter 4523, informing tax preparers they intend to conduct a comprehensive interview regarding concerns about returns they've prepared within the last three years. The preparer may face a penalty depending on the IRS's determinations. It is important to understand your options should you receive an IRS Letter 4523.

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The act of visiting or communicating with Brandon A. Keim via this website or by email does not constitute an attorney-client relationship. Communications from non-clients via this website are not subject to client confidentiality or attorney-client privilege. Further, the articles, discussion, commentary, forms and sample documentation contained in this website are offered as general guidance only and are not to be relied upon as specific legal advice. For legal advice on a specific matter, please consult with an attorney who is knowledgeable and experienced in that area. Attorneys listed in this website practice only in the jurisdictions in which they are admitted. This website is governed by the Arizona Rules of Professional Conduct.