The answer — yes and no. Specific behaviors do exist that the IRS and other tax authorities focus on seasonally. The due diligence conducted by tax preparers regarding Earned Income Tax Credit (EIC) claims is one. Auditors tend to initiate…Read more

By Mauro P. Colabianchi Many taxpayers believe they have little recourse to dispute an audit finding. Not so. A taxpayer may appeal the auditor’s findings but must follow specific procedures. Here’s a quick outline. Appeal Timeframe:  At the conclusion of…Read more

By Anne Wenger Most people hesitate to talk about estate planning with their children or grandchildren because it brings up two of the most uncomfortable issues for many to discuss, death and money. People tend to avoid these topics as…Read more

By Mauro P. Colabianchi With the filing season for 2017 tax returns behind us, a taxpayer’s thoughts may turn to…audits. The IRS will start to flag returns for irregularities.  Those who receive audit notices would do well to respond timely.…Read more

By Kevan McLaughlin Tax return professionals face a variety of liability risk challenges in their line of work, one being the IRS. In fact, tax preparer investigations are a common occurrence. CPA’s, Enrolled Agents, Attorneys, and non-registered return preparers may…Read more

By Kevan McLaughlin Tax return professionals face a variety of liability risk challenges in their line of work, and they are not themselves immune from the IRS.  In fact, tax preparer investigations are a common occurrence. CPAs, Enrolled Agents and…Read more

By Anne Wenger Believe it or not, this question gets asked a lot. Many reasons exist as to why, but the answer remains the same: it depends.  The type of asset being considered for possible transfer will determine whether doing…Read more

Will handle all facets of Federal and California tax law for clients McLaughlin Legal, a San Diego-based tax litigation, tax controversy and estate planning firm for small to mid-sized companies and business owners, announced today the addition of Mauro Colabianchi…Read more

By Anne Wenger Congress’ passage of the new tax bill got a lot of press. What didn’t, though, was its effect on a person’s estate plan. The most prominent change comes in the form of new the estate, gift, and…Read more

By Kevan McLaughlin The start of the year always means businesses and their owners scramble to get their tax returns completed and filed on time. Many will hastily get their QuickBooks file updated, appropriate documents compiled and a meeting with…Read more