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James Caan's IRA penalty upheld in tax court | Financial Planning

James Caan's IRA penalty upheld in tax court | Financial Planning
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IRS Takes Aim At "Copyrighted" Trust Scheme

"Copyrighted non-grantor irrevocable complex discretionary spendthrift trust" sprinkled tax fairy dust on your assets so that no taxes need be paid on capital gains

Ed zollarsJustin millerIncome taxation on current federal tax developmentsCounsel passthroughs special industriesHolly porterChief counselSpecial industriesDohn thorntonCode sectionMonetized installment saleInternal revenue codeUniform principal and income actPromotional materialsTrust income taxationCurrent federal taxHolly porter irs

Tax court ruling on 'Masters' or 'Augusta' rule

Tax court ruling on 'Masters' or 'Augusta' rule
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IRS cracking down on monetized installment sales

IRS cracking down on monetized installment sales
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Ed zollarsChris whalenTreasury departmentKaplan financial education

IRS gives IRA heirs a break on 2023 RMDs | Financial Planning

IRS gives IRA heirs a break on 2023 RMDs | Financial Planning
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