A client called me with a strange problem. He and his brother had inherited real property in Nevada. Because the brother was less than fully-functional, the client held his brother’s share as trustee in a spendthrift trust. Read more >>
August 29, 2015
One of my clients has several years of unfiled tax returns. Like many people with several years of unfiled tax returns, he’s been putting off working with me. So I hadn’t heard from him for about six months when he called me in a panic. Read more >>
July 16, 2015
I’m cheered to see that others out there share my opinion of Wells Fargo Bank. For my prior screeds against this bank, see here, here, and here. My rants against Wells Fargo may soon Read more >>
July 14, 2015
When the IRS and the California state tax agencies do particularly bone-headed things, it’s time for another tale from the tax troll trenches. Here’s one that reminded me of why the IRS and state tax agencies are so disliked by many taxpayers. Read more >>
July 13, 2015
I don’t do magic (despite owning four bunnies that I could pull out of a hat). I say this because I occasionally have a client who has heard of a legal maneuver to solve her problem, yet is too good to be true. Read more >>
June 4, 2015
If the government can prove that you “willfully attempted in any manner” to “evade or defeat” a tax, then you cannot discharge that tax debt in bankruptcy. 11 U.S.C. 523(a)(1)(c). Read more >>
September 26, 2014
I took a client through a Chapter 7 bankruptcy, and got her a discharge. She and I were done, and she had no more personal debt. Then she sought a loan modification Read more >>
September 24, 2014
If you have more than $5,000 in your Wells Fargo checking account when you file a bankruptcy petition, be prepared. Wells Fargo will freeze your account until the bankruptcy trustee tells them it’s okay Read more >>
September 23, 2014
I don’t like Wells Fargo Bank. Its abusive policies make it impossible to think well of it. I try not to do loan modifications for clients because all banks are reluctant to negotiate them. Banks are forced to do so by well-meaning statutes. Read more >>
September 22, 2014
I received a call recently from someone already represented by a tax attorney, but who wanted my opinion on whether there was anything his attorney could have done to avoid the following, very unfortunate situation. Read more >>
September 18, 2014
