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IRA Rollover Relief

03.30.2017 | eVisor The IRS issued guidance providing welcome relief to taxpayers who have attempted to roll over an individual retirement arrangement (IRA), but were not able to successfully get […]

Tax Planning Opportunity for High Net Worth Taxpayers in the AMT

Berdon Tax Group 03.30.2017 | eVisor Certain provisions of the Economic Growth and Tax Relief Reconciliation Act created the ever popular 0% tax rate for long-term capital gains and qualified […]

Orlando Massacre May Trigger Charity Scams

Saul Brenner, CPA, J.D., LL.M. 08.03.2016 | eVisor The IRS is alerting taxpayers of the potential for charity scams emerging from the recent mass murder in Orlando. Scammers are looking […]

IRA Funding Structure Ruled a Prohibited Transaction

Saul Brenner, CPA, J.D., LL.M. 07.13.2016 | eVisor The Tax Court held that a couple participated in a prohibited transaction by personally guaranteeing loans to a company owned by their […]

The IRS will not call you …

Saul Brenner, CPA, J.D., LL.M. 07.13.2016 | eVisor The increase in telephone scams, phishing activity, and identity theft has resulted in a new policy as of May 6, 2016, from […]