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Contact a CPA or tax attorney in your state that focuses on aviation tax-related issues. Aircraft have weird tax issues. You should find out if they can legally fly or not. “49 USC 46306(b) also says it is illegal for a person who “(5)owns an aircraft eligible for registration ...
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Patrick:So a lot of times, a lawyer will meet with the client and say, "Hey, you need to plan. You've got a lot of money. You need a new CPA. I want to bring Pat and his firm in on the case because we might need him to testify. And you need to get set up, and we...
whether it's a CPA, whether it's a trust officer, whatever realm you bring them in, lets them operate in their zone of awesomeness, that's when good things happen. Having a good open dialogue, but not being attached to a specific strategy, or even a specific outcome. And I believe ...
I worked with Evan for a few years now and he has helped me tremendously with tax related issues and now with completing my annual tax returns. The CPA I worked with previously seriously messed up my tax returns which resulted in me owing a lot of money to the government. Thankfully, Ev...
Best to you, David Tate, Esq. (and inactive California CPA) – practicing in California only Litigation, Disputes, Mediator & Governance: Business, Trust/Probate, Real Property, Governance, Elder Abuse, Workplace, Investigations, Compliance, Authority, Responsibilities, Rights and Liability, Other Ar...
Yearly:Year-end review, goal setting, planning, sending docs to CPA, physical checkup, Christmas cards, remind clients to review leases You’ll want to have sub-lists for many of these. For example, a checklist for your weekly review. ...