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Tax Return Compliance

Estate and/or trust administration also includes compliance with income and estate/gift tax reporting compliance. Our estate, trust and probate attorneys assist our clients in determining what income tax returns to file and when.  We help determine whether estate or gift tax returns are necessary so that the client is not subject to penalties, interest or other enforcement problems with the Internal Revenue Service or other taxing authorities.

related insights

“Continued Attacks on Special Needs Trusts”

Co-author: Keith A Stevens As seen in “Probate Journal of Ohio” May/June 2019. Introduction In spite of statutes and a […]

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“As America’s population ages, demand for elder law attorneys grows,” ABA Journal

In an article published in ABA Journal on March 27, Bill Browning is quoted discussing the growing demand for elder […]

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Protecting Retirement Accounts When Long-Term Nursing Home Care is Required

In an article published in Bloomberg Tax’s Compensation Planning Journal on March 1, Bill Browning discusses preserving retirement accounts for middle-class families to protect […]

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Significant 2018 Federal Income Tax Changes for Business Owners – Building Insider Magazine

There is good news and some bad news for builders, developers, contractors and other business owners under the 2017 Tax […]

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Guest Blog: Protecting IRAs When A Spouse Requires Nursing Home Care – Columbus CEO

Medical bills were the biggest cause of U.S. bankruptcies—outpacing bankruptcies due to credit-card bills or unpaid mortgages—according to a survey […]

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New Income Tax Deduction for Certain Business Owners – Columbus CEO

Effective for the 2018 tax year and ending Jan. 1, 2026, a new income tax deduction known as the “Qualified […]

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“Difficult Math: When Some Children Don’t Want to Join the Family Business,” – Columbus Business First

In an article published in the print and digital editions of Columbus Business First on March 10, 2017, John Lucas […]

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