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Legal Blog

Estate Planning Questionnaire

DOCUMENTS WE NEED TO COMPLETE YOUR ESTATE PLAN: Prior Estate Planning Documents – Please bring any previously completed will, trust or other estate planning documents by you or your spouse to your conference. Insurance – Please bring all life insurance policies (or copies) and any insurance study prepared for you to the conference. Gift Tax Returns – If you have

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Form 8829—Business Use of Home Worksheet

Use Form 8829 to figure the allowable expenses for business use of your home on Schedule C (Form 1040 or 1040-SR) and any carryover to 2020 of amounts not deductible in 2019. Open Worksheet: Form 8829—Business Use of Home You must meet specific requirements to deduct expenses for the business use of your home. Even if you meet these requirements,

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Schedule C – Profit and Loss Worksheet

Use Schedule C (Form 1040 or 1040-SR) to report income or (loss) from a business you operated or a profession you practiced as a sole proprietor. An activity qualifies as a business if your primary purpose for engaging in the activity is for income or profit and you are involved in the activity with continuity and regularity. For example, a

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Schedule E – Rental Property Worksheet

Use Schedule E (Form 1040 or 1040-SR) to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in RE-MICs. Open Worksheet: Schedule E – Rental Property

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Estate Planning – What you need to know

The essentials of an estate plan include documents which are used during your life and those used after your death. The typical lifetime documents are a Durable Power of Attorney, Health Care Proxy and HIPAA Authorization. These documents appoint an agent to handle financial affairs (Durable Power of Attorney), make health care decisions (Health Care Proxy) and manage medical records

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Foreign Bank and Financial Account Reporting

Foreign Bank and Financial Account Reporting (“FBAR”), Offshore Voluntary Disclosure Program (“OVDP”) and Offshore Voluntary Disclosure Initiative (“OVDI”) The IRS and Department of the Treasury are increasingly vigilant to make certain US Taxpayers are in compliance with Foreign Bank and Financial Account Reporting (“FBAR”). Any US taxpayer with an interest in, or signature authority over, foreign financial accounts whose aggregate

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