Showing posts with label divorce. Show all posts
Showing posts with label divorce. Show all posts
Monday, February 23, 2026

Failing To Update A Plan Beneficiary Designation

›
  Technically it is not a tax case, but it is so tax-adjacent it might as well be. Let’s talk about beneficiaries on a retirement accoun...
Monday, December 16, 2024

An Accounting Firm Gets Sued

›
I just saw that Baker Tilly has acquired Seiler LLP, a CPA firm located in San Francisco and practicing for well over half a century. Ther...
Sunday, May 2, 2021

Divorced Parents And A Dependent Child

›
  It is one of my least favorite issues in tax practice. Who is entitled to a dependent? Granted, there is no longer a dependency exempt...
Tuesday, March 23, 2021

When Is Divorce A Tax-Deductible Theft?

›
  I am reading a case involving tax consequences from a divorce. More specifically, the (ex) wife trying to deduct $2.5 million as a theft...
Sunday, November 8, 2020

A Puff Piece

›
  Although we do not condone her inconsistency, we find it is merely puffery in an attempt to obtain new employment and of no significance h...
Sunday, November 11, 2018

Can Creditors Reach The Retirement Account Of A Divorced Spouse?

›
Let’s say that you divorce. Let say that retirement savings are unequal between you and your ex-spouse. As part of the settlement you rece...
Saturday, June 16, 2018

Deducting a Divorce

›
I am looking at two points on a case: (1)  The IRS wanted $1,760,709; and (2)  The only issue before the Court was a deduction for...