You Likely Need to File IRS Form 3115 This Year - And It's Costly

Monday, January 12

I discussed the IRS final regulations that were enacted Jan. 1, 2014 in this blog post. Readers had questions pertaining to the requirement to file IRS Form 3115 which I will be discussing in this post.The IRS tends to make annual adjustments to tax regulations. Most times, these changes are simp...

Understanding the Safe Harbor Rules and Keeping Money in Your Pocket

Wednesday, January 07

In the post below, I take a deep dive into the new IRS final regulations. It's a long read and sometimes complicated, so take breaks, bookmark the page, and refer back to it as necessary. In 2013, the IRS released a 222 page set of final regulations that replaced the enacted temporary regulations...