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Recent Posts in Tax Category

How can I obtain a Federal Tax ID Number (TIN or EIN) for a Trust?

Applying for a federal Employer Identification Number (EIN) or Tax Identification Number (TIN) is a free service offered by the Internal Revenue Service. Beware of websites that charge for this free ...
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Will the IRS give me an extension of time to file my portability election?

The short answer? Yes (for some estates without a filing requirement). The slightly longer answer? The IRS recently issued Revenue Procedure 2014-18 which: "...provides a simplified method for ...
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What are the inflation-adjusted 2014 estate and gift tax exclusion amounts?

The IRS recently published Rev. Proc. 2013-35, which sets the inflation-adjusted exclusion amounts for 2014, for estate taxes and gift taxes. Estate Tax Exclusion Amount : For an estate of any ...
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"Portability" - what's that got to do with the new 2013 IRS Estate Tax Return?

The IRS recently released its new Form 706, U.S. Estate Tax Return, here: http://www.irs.gov/pub/irs-pdf/f706.pdf Thanks to the American Taxpayer Relief Act of 2012 (ATRA), and its new $5.25 million ...
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What does it mean to "fund" a Trust?

When attorneys talk about "funding a Trust", they're talking about the process of transfering assets to the Trust. A Trust (sometimes called a Family Trust, Living Trust, or Revocable ...
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Can the County reassess my property taxes like that?

Can the County Assessor reassess our property taxes, if all we did is change a joint tenancy to a tenancy-in-common? The short answer? Yes (according to at least one California court). The ...
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Are probate and estate taxes the same thing?

Question : Are probate and estate taxes the same thing? Answer : No, they have only one thing in common – they both occur after your death.Other than that, they really don't have much to do ...
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Major IRS Ruling on Estate Tax and Legal, Same-sex Marriages

WASHINGTON — In response to the June 26 th #SCOTUS decision invalidating a key provision of the 1996 Defense of Marriage Act, two weeks ago the U.S. Department of the Treasury and the Internal ...
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Stephens Law Group - Agoura Hills Estate Planning Attorney
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