by Arthur Geffen | Oct 31, 2013 | Dallas Probate Lawyer
IRS Announces 2014 Pension Plan Limitations; Taxpayers May Contribute up to $17,500 to their 401(k) plans in 2014
by Arthur Geffen | Aug 30, 2013 | Dallas Estate Lawyer, Dallas Probate Lawyer, Income Tax
Are you thinking about taxes while you’re enjoying the warm summer months? Not likely! But the IRS wants you to know that scammers ARE thinking about taxes and ways to dupe you out of your money. Tax scams can happen anytime of the year, not just during tax season....
by Arthur Geffen | Aug 29, 2013 | Dallas Estate Lawyer, Dallas Probate Lawyer, DOMA, Income Tax
The U.S. Department of the Treasury and the Internal Revenue Service (IRS) today ruled that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes. The ruling applies regardless of...
by Arthur Geffen | Aug 8, 2013 | Dallas Estate Lawyer, Dallas Probate Lawyer, Estate Planning, Estate Tax, IRS, Living Trust
It is easy to find material that will tell you what a great thing it is to “avoid probate”. Maureen Mangiardi’s father, Dr. Joseph Mangiardi,managed it for the bulk of his estate. According to a recent decision in US District Court for the Southern...
by Arthur Geffen | Aug 7, 2013 | Dallas Estate Lawyer, Dallas Probate Lawyer, Estate Tax, Portability
To make a valid portability election, the Internal Revenue Code (“Code”) requires an executor to make the election on an estate tax return filed within the “time prescribed by law” (including extensions) for filing that return. The Code further requires estate...
