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Expert Insight From Our Attorneys

Tax Payments

Options for Taxpayers Who Need Help Paying a Tax Bill

Tax Refunds

Direct Deposit is the Best Way to Get a Federal Tax Refund

Tax Tip

Remember, an Extension to File is Not an Extension to Pay Taxes

Tax Audits

IRS Begins Audits of Corporate Jet Usage

Tax Credits

IRS Employer-Provided Childcare Tax Credit Page Helps Employers Determine Eligibility for Up to $150,000 Business Tax Credit

Tax Notices

IRS Launches Simple Notice Initiative Redesign Effort

Tax Tips

The Taxpayer Bill of Rights Protects All Taxpayers Year-Round

Tax Credits, Tax Deductions

Tax Credits and Deductions for Individuals

Tax Credits

IRS Opens Free Energy Credit Online Tool for Sellers of Clean Vehicles to Register for Time-of-Sale Reporting and Dealer Advance Payments for the Clean Vehicle Credit

Tax Tips

Tax Basics for Setting Up a Business

Tax Tips

IRS Issues Standard Mileage Rates for 2024

Tax Deductions

IRS Warns Taxpayers of Improper Art Donation Deduction Promotions; Highlights Common Red Flags

Tax Credits

Saver’s Credit Can Help Low- and Moderate-Income Taxpayers to Save More in 2024

Tax Tips

Businesses Must Electronically File Form 8300, Report of Cash Payments Over $10,000, Beginning Jan. 1, 2024

Tax Tips

Tax Time Guide: IRS Enhances Where’s My Refund? Tool for 2024 Filing Season

Retirement

Qualified Charitable Distributions Allow Eligible IRA Owners Up to $100,000 in Tax-Free Gifts to Charity

Tax Tips

IRS Provides Tax Inflation Adjustments for Tax Year 2024

Tax Credit

Employers Should Certify Employees Before Claiming the Work Opportunity Tax Credit

Retirement

401(k) Limit Increases to $23,000 for 2024, IRA Limit Rises to $7,000

Tax Credits

Builders of New Energy Efficient Homes May Qualify for an Expanded Tax Credit

Tax Credits

Red Flags for Employee Retention Credit Claims

Tax Credits

New Voluntary Disclosure Program Lets Employers Who Received Questionable Employee Retention Credits Pay Them Back at Discounted Rate

Charitable Donations

Beware of Fake Charities; Check Before Donating

Tax Tips

2024 Flexible Spending Arrangement Contribution Limit Rises by $150

Retirement

Individual Retirement Accounts Can Be Important Tools in Retirement Planning

Tax Credit

Builders of Qualified New Energy-Efficient Homes May Qualify for an Expanded Tax Credit under Section 45L

Tax Tips

Businesses Must Electronically File Form 8300 for Cash Payments over $10,000

Tax Notices

IRS Expands Use of Chatbots to Help Answer Questions on Key Notices

Identity Theft

Avoiding Identity Theft Scammers Posing as the IRS

Tax Tips

Know the Different Types of Authorizations for Third-Party Representatives

Tax Tips

Tax Considerations When Selling a Home

Charity

Tips to Help Taxpayers Make Sure Their Donations Go to Legitimate Charities

Tax Tips

IRS Announces Sweeping Effort to Restore Fairness to Tax System with Inflation Reduction Act Funding

Tax Tips

All Taxpayers Have the Right to Appeal an IRS Decision in an Independent Forum and Be Heard

Holidays

Happy Holidays!

Retirement

Those Aged 73 and Older Must Make Required Withdrawals from IRAs and Retirement Plans by Dec. 31

Tax Tips

IRS Reminder: Make Sure to Understand Recent Changes When Buying a Clean Vehicle

Tax Tips

Keeping Vital Records Safe Can Make Disaster Recovery Easier

Tax Tips

Delay in Form 1099-K Reporting Threshold for Third-Party Platform Payments in 2023

Tax Tips

Tax Info for Entrepreneurial Military Spouses

Tax Deduction

Educator Expense Deduction Helps Teachers Cut Classroom Costs

Retirement

IRS Announces Administrative Transition Period for New Roth Catch-Up Requirement

Tax Deductions

Business Travelers Should Check Out These Deductions Before Hitting the Road

Non Profits

Information for Organizations Applying for Tax-Exempt Status

Tax Tips

IRS Provides Tax Inflation Adjustments for Tax Year 2024

Tax Tips

IRS Cautions Plan Sponsors to Be Alert to Compliance Issues Associated with ESOPs

Tax Tips

Knowing How Scammers Pose as the IRS Can Help Taxpayers Protect Themselves

Tax Credits

Builders of Qualified New Energy Efficient Homes Might Qualify for an Expanded Tax Credit Under Section 45L

Tax Credits

Home Energy Audits May Qualify for an Energy Efficient Home Improvement Credit

Tax Tips

IRS to Achieve Paperless Processing for All Tax Returns by Filing Season 2025

Tax Tips

IRS Ends Unannounced Revenue Officer Visits to Taxpayers

Tax Tips

Tax Considerations for People Who are Separating or Divorcing

Tax Deductions

Homeowners: Review These House-Related Deductions and Programs

IRS

IRS Ends Unannounced Revenue Officer Visits to Taxpayers

Identity Theft

Identity Protection PINs are an Important Tool Against Tax-Related Identity Theft

Tax Credits

Certain Energy Credits Under the Inflation Reduction Act are Elective Pay Eligible

Tax Scams

Learn the Warning Signs of Employee Retention Credit Scams

Tax Tips

Tax To-Dos for Newlyweds to Keep in Mind

Tax Tips

Summertime Activities that Might Affect People’s Tax Return Next Year

Tax Tips

Accessible Tax Info and Forms Available with the IRS Alternative Media Center

Tax Tips

Subscribe to IRS on Social Media and E-news to Stay Up to Date

Tax Credits

IRS Orders Immediate Stop to New Employee Retention Credit Processing Amid Surge of Questionable Claims

Tax Tip

Here’s What to Expect After Requesting an Appeal of a Tax Matter

Tax Tips

Taxpayers Can Appeal When They Disagree with an IRS Decision

Disaster Preparedness

September is National Preparedness Month; IRS Reminds Taxpayers to Prepare for Natural Disasters

Tax Deductions

New School Year Reminder to Educators: Maximum Educator Expense Deduction is $300 in 2023

Tax Tips

Payers May Receive Notices CP2100 and 2100A if They Filed an Information Return with Errors

Identity Theft

The IRS Alerts Taxpayers of Suspected Identity Theft by Letter

Small Business

Small Business Owners: These Improvements are Coming Soon

Tax Credits

Warning Signs for Misleading Employee Retention Scams

Tax Tips

Appeal a Rejected Offer in Compromise

Tax Tips

An Identity Protection PIN Helps Shield Taxpayers from Tax-Related Identity Theft

Tax Tips

Emergency Preparedness Plans Should Include Financial Records and Tax Information

Tax Credits

Installing Solar Panels or Making Other Home Improvements May Qualify Taxpayers for Home Energy Credits

Tax Tips

After a Disaster, Affected Taxpayers May Qualify for Tax Relief

Tax Tips

Tax Benefits to Help Offset the Cost of Making Businesses Accessible to People with Disabilities

Small Business

Picking the Right Third-Party Payroll Service Provider Helps Protect Businesses

Tax Tips

IRS Offers Tips on Preparedness and How to Protect Personal Information During Natural Disasters

Tax Tips

What the Right to Challenge the IRS's Position and Be Heard Means for Taxpayers

Tax Credits

Going Green Could Help Taxpayers Qualify for Expanded Home Energy Tax Credits

Tax Credits

Going Green Could Help Taxpayers Qualify for Expanded Home Energy Tax Credits

Tax Tips

Hobby or Business: Here’s What to Know about That Side Hustle

Tax Credits

The Work Opportunity Tax Credit Helps Businesses that Hire from Eligible Groups

Holidays

Happy Fourth of July!

Small Business

IRS Tools and Resources to Help Small Businesses

Small Businesses

Online Learning Opportunity for Small Business Owners

Tax Payments

An Offer in Compromise Can Help Certain Taxpayers Resolve Tax Debt

Tax Scams

Taxpayers and Tax Pros Should Learn about These Common Tax Scams

Tax Tips

When an IRS Letter Arrives, Taxpayers Don’t Need to Panic, but They Do Need to Read It

Tax Refunds

This Online Tool Helps Taxpayers Track Their Refund

Tax Tips

Filing a Final Federal Tax Return for Someone Who Has Died

Tax Credits

Here’s What Taxpayers Need to Know to Claim Clean Vehicle Tax Credits

Tax Tips

IRS: Never Mind the Myths; Find Filing Season Facts at IRS.gov

Tax Tips

Mistakes Happen: Here’s When to File an Amended Return

Tax Tips

All Income is Taxable, Including Gig Economy and Tip Income

Tax Tips

Important Details to Understand When the IRS Might Contact a Taxpayer

Tax Refunds

Don’t Fall for These Federal Tax Refund Myths

Tax Tips

What Taxpayers Should Do When They Receive Form 1099-K

Tax Tips

New IRS Feature Allows Taxpayers Electronically Filing Amended Returns to Choose Direct Deposit to Speed Refunds

Tax Refunds

IRS Provides Easy Access to Tax Refund Status with "Where’s My Refund?" Tool

Our Mission

When life becomes unsettled due to a probate, trust, tax, or estate planning problem, we’re here to help, with compassion and expertise. We’ll work with you to create a thoughtful, effective plan so that you can move forward with clarity and peace of mind.

ABout the firm

Attorneys Les L. Hoiberg, Paul A. McGowan, & Paralegal Kelli J. Seaholm

Connect with us

Our attorneys will help you navigate your fiduciary duties from start to finish. Let us handle the fine print so you can focus on what you love.

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