I need copies of all my IRS filings going back to 2003, as I am getting divorced and require them for a forensic accounting process. My wife handles all of this, and I cannot find our IRS filings. How can I obtain these copies?

April 15th, 2024

I had my taxes prepared and mailed in February, and it's been almost 5 months. I would like to know if there is any information on whether they received my return and when I can expect my refund.

March 9th, 2024

My brother and I inherited a mortgage from our late father's home in 2010. We hired an attorney for probate, but they only took our money without resolving the issue. The mortgage has been bought and sold multiple times, and now it's in the estate's name. I am the executor. We want to assume the loan and refinance to get a home equity loan for improvements. What can we expect, and are there any tax consequences involved?

January 5th, 2024

I am looking for my refund on my tax return filed on 24 May 2022. My accountant's assistant asked about student loan interest, property taxes, and charitable contributions. I am in Texas. Is there anything else the accountant should know before connecting me?

August 27th, 2023

My self-directed IRA owns a 1/6 interest in vacant commercial real estate alongside 5 other unrelated investors. One investor proposed using their LLC to collect money from all investors and manage the property, including hiring my C-Corp (owned by me and my wife) as an independent contractor for on-the-ground management. My C-Corp would only receive management fees from the other 5 investors, not from my IRA. Does this avoid a Prohibited Transaction? If not, could a structure where a new management entity is created, 49% owned by my C-Corp and 51% by the other investors, be a cleaner way to avoid a Prohibited Transaction? Alternatively, could I self-manage my IRA's share of the property without charging management fees and have my management company contract with the other 5 investors only?

November 15th, 2023