Probate Estate Can Serve as a Condit for Retirement Assets – Houston Tax Attorneys
When estate planning involves retirement accounts, most advisors recommend naming beneficiaries directly to avoid probate delays and preserve tax advantages. ...
Tuesday, April 21, 2026
Tag: Houston
No AutomaticDenial for ERC Claims Below 10% Threshold – Houston Tax Attorneys
The IRS has called out improper Employee Retention Credit claims filed by taxpayers and their advisors. It has also failed ...
Settling Tax Debts Based on “Future Income” for Business Owners – Houston Tax Attorneys
The IRS settles balances for back taxes for less than what is owed through the “offer in compromise” program. The ...
Sidestep Tax Court Review by Applying Overpayments – Houston Tax Attorneys
What happens when a taxpayer properly invokes their right to challenge the underlying tax liability through the CDP process, but ...
IRS Collections: Can Taxpayers Rely on IRS Statements? – Houston Tax Attorneys
Taxpayers who enter into payment arrangements with the IRS often believe they are safe from IRS collection actions. Many assume ...
When the IRS Agrees You’re Right But the Court Says You’re Wrong – Houston Tax Attorneys
Say the IRS agrees that you are entitled to a sizeable tax deduction. But on audit, the IRS determines that ...
Can You Create Deductions by Forgiving Debt to Your Own Entities? – Houston Tax Attorneys
Business owners with multiple entities often transfer funds between their companies. These transfers are often accounted for in an inter-company ...
Can Limited Partners be Subject to Self-Employment Tax? – Houston Tax Attorneys
Investment funds are often structured as limited partnerships. These partnerships allow professional managers to pool investor funds while maintaining operational ...
Real Estsate Construction Delays Kill Tax Deductions – Houston Tax Attorneys
Real estate investors regularly pursue new ventures that require substantial upfront investments before generating any revenue. A successful investor might ...
What Makes a Tax Debt “Legally Enforceable” for Passport Certification? – Houston Tax Attorneys
The IRS has a number of tools it can use to collect unpaid taxes. This includes liens and levies, offsetting ...
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