Perhaps most notably, our clients benefit from the insight and experience of four former government officials. Marc Owens spent 25 years at the IRS, including 10 years as the director of the IRS’ Exempt Organizations Division. Meghan Biss spent a decade at the...
The Internal Revenue Service (IRS) building stands on April 15, 2019, in Washington, D.C. The organization has a portal for opting out of monthly payments for child tax credits.(Zach Gibson/Getty Images / Getty Images) Charitable giving This year taxpayers who don’t itemize deductions on S...
investment’srisk mightnotbeinsyncwithitsactualrisk. Becauseyourrisktolerancemaychange overtime,considerrevisitingthesubject periodically—ideallyduringyour annualinvestmentperformancereview. Yourfinancialprofessionalcanhelpyou reassessyourrisktoleranceandthelevel ofriskinyourportfolio. Whattypeofinvestorareyou?Aggressive...
Enrolled agents are licensed by the Internal Revenue Service after they have passed a three-part examination and a background check. The IRS maintains complaints about enrolled agents on the website of its office for enrollment, and you can also find complaints on the National Association of Enro...
and Yael Fuchs served as the co-chief of the Bureau’s Enforcement Section. This breadth of regulatory experience is so valuable to a nonprofit organization or to a donor or board member who is facing an IRS audit, a state attorney general investigation, ...