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Posts Tagged tax lawyer

IRS, DOJ Target More Offshore Banks

by Brian Mahany
First it was the Caribbean. Then UBS in Switzerland. Then HSBC India. Now the list of offshore banks under investigation is so long that its difficult to track. Earlier this year, Reuters leaked a story that the IRS and Justice Department had started an investigation on 11 Swiss banks. Today we learned that [...]

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How Safe Is Your Tax Information? Don’t Ask Jackson Hewitt

by Brian Mahany
The genesis of this article comes from a Bloomberg piece written in the San Francisco Chronicle. According to published reports, a Jackson Hewitt franchise location left hundreds of old returns in a box outside. Police were ultimately called after the returns were left outside overnight on a busy street.
The returns contained social security [...]

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OVDI Over, Feds Announce New Enforcement Actions

by Brian Mahany
The 2011 offshore tax amnesty program, called the Offshore Voluntary Disclosure Initiative or “OVDI”, ended less than 2 weeks ago. The government isn’t wasting any time, however, on looking for Americans with unreported accounts.  Although tens of thousands of people came forward during the last 2 amnesty programs, hundreds of thousands of taxpayers [...]

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IRS Overwhelmed By New Tax Law Changes

by Brian Mahany
Each year, the Treasury Department Inspector General for Tax Administration (”TIGTA”) audits the IRS to measure the agency’s performance. 2010 was not a great year for the Service or taxpayers.  The Inspector General concluded that,  ”During FY 2010, the IRS encountered many challenges, including a variety of tax provisions that were created, extended, [...]

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Tax Humor For Monday Morning

by Brian Mahany
Normally our blog posts are full of helpful tax information or informative stories on asset recovery and fraud. Today’s is one of sheer stupidity. Meet Norma Coronel, a tax preparer from Los Angeles, California.  Colonel was held without bail after being named in a 35 count tax evasion indictment.
While stories of tax preparers [...]

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Guys Can Win IRS “Innocent Spouse” Cases Too

by Brian Mahany
Just a few days ago I wrote about the recent changes to the IRS innocent spouse regulations. Until recently, the program, which helps people get relief from the tax misdeeds of their spouses, was very time limited. By regulation, the IRS bowed to political pressure and allowed victims more time to seek relief. [...]

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Employers Who Don’t Turn Over Withholding Tax Risk Prison

by Brian Mahany
In the last several months, just about every new client call we receive involves offshore taxes and the current IRS amnesty program. There are many other tax problems, however, that can get you tossed in prison. The obvious ones, of course, are having two sets of books or hiding money in Swiss accounts. [...]

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Innocent Spouse Defense - Court Tells IRS to Lighten Up

by Brian Mahany
Innocent spouse is a concept unique to the tax world. Ask anyone who is not a CPA or tax attorney about an “innocent spouse” and the answers will make you laugh. For those whose spouse cheated on taxes or fled town leaving them with a giant, unpaid tax bill, innocent spouse is no [...]

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IRS Criminal Investigations - Will I Get Charged?

by Brian Mahany

Everyone who gets the proverbial knock on the door from the guys and girls with guns and badges (IRS CID) asks this question.
Once a tax case is referred to the IRS Criminal Investigation Division, the chances of prosecution are high. Unfortunately, few clients seek legal counsel until a formal investigation has begun. That [...]

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The 2011 Offshore Voluntary Disclosure Initiative - “Tax Amnesty II”

by Brian Mahany
The IRS’ 2011 offshore tax amnesty program is off and running. This is a repeat of the amnesty held in 2009; an amnesty that then only received 15,000 applications. Since then, the IRS has truly ramped up its audit and enforcement efforts designed to detect U.S. taxpayers with both unreported offshore accounts and [...]

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