IRS Scrutiny of Gift and Estate Tax Returns

The IRS will scrutinize gift tax returns and estate tax returns because there is much more "wiggle" room than income returns.  The process also invites more creativity by taxpayers and their attorneys.  Here is the IRS manual on gift and estate tax returns.

Preparing such returns should be done with the assistance of professionals.  This is especially true for exectutors, trustees, and personal representatives of an estate, who could be personally responsible.

2008 Estate Planning Amounts

For your estate planning convenience, here is a file with the 2008 numbers from the IRS for estate planning purposes.

 

 

New Office At Seville In South Gilbert

I am excited about my brand new office in south Gilbert. Arizona.  It is located at the Offices at Seville in the Northeast corner of Chandler Heights Road and Higley.  It is conveniently located to serve Gilbert, Queen Creek, Johnson Ranch, and Anthem in Pinal County. 

For the convenience of my clients, I retained my location in Chandler Arizona by appointment only.  It is is located off Loop 202 at Cooper and Ray in the fabulous new Cooper Crossing offices.  This Chandler office is conveniently located to serve Chandler, Gilbert, Ahwatukee, Mesa, Tempe and Sun Lakes in Maricopa County.