Category Archives: Estate Tax

IRS Extends Estate & Gift Tax Returns to July 15th

Posted on March 27, 2020 by Russ

If you have to file an Estate Tax return (Form 706) or Gift Tax return (Form 709), the IRS announced today that those are being extended to July 15th. The details are in Notice 2020-20. Here is the legalese: The … Continue reading →

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Defalcations Send Randolph Scott to ClubFed

Posted on September 13, 2015 by Russ

When I hear the name Randolph Scott, I think of the late actor. He played leading men (generally heroes in Westerns) during his long and illustrious career. This Randolph Scott is anything but a hero. Randolph Scott of Doylestown, Pennsylvania … Continue reading →

Posted in Estate Tax, Tax Evasion, Tax Fraud | 2 Comments

Trust Attorney Showed No Trust

Posted on February 6, 2013 by Russ

Kenneth Hoesch was an attorney in Zeeland, Michigan. Mr. Hoesch specialized in trusts and estates. This is definitely an important specialty area; the correct application of trusts can increase the amount of money that flows to beneficiaries and decrease the … Continue reading →

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On Death, Taxes, and Estate Planning

Posted on October 16, 2012 by Russ

Today is October 16th. I just had a client fax me his signature documents, hoping that a day late isn’t a dollar behind. He’s getting a refund, so it won’t be that big of a deal. October 15th and 16th … Continue reading →

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A Golden Ending

Posted on September 23, 2012 by Russ

Walter Samaszko, Jr. passed away in May of this year. He had been a recluse, and when odors started emanating from his Carson City, Nevada home, neighbors called the authorities. They discovered his body. No one knew his relatives were, … Continue reading →

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2010 Estate Tax Returns Now Due Later

Posted on September 14, 2011 by Russ

As I continue to wait for the IRS to release Form 8939, the IRS continues to postpone deadlines: WASHINGTON — The Internal Revenue Service announced today that large estates of people who died in 2010 will have until early next … Continue reading →

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While I Was Out…

Posted on August 10, 2011 by Russ

…Nothing much happened, right? (I’m ignoring that AAA/AA+ thing, of course.) The IRS announced that Form 8939 for estates for 2010 will be due on November 15th. However, the form has yet to be released. Joe Kristan noted that the … Continue reading →

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The Estate Tax

Posted on January 12, 2009 by Russ

The Wall Street Journal reported this morning that Democratic leaders in Congress expect to introduce legislation continuing the Estate Tax in 2010. Under current law the Estate Tax is scheduled to disappear in 2010 but reappear in 2011 at the … Continue reading →

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