Captive Notes from the Trenches
Captive Notes from the Trenches By Michael E. Lloyd, Esq. 4/19/2023 IRS Issues Proposed Captive Reportable Transaction Regulations. On April […]
Captive Notes from the Trenches By Michael E. Lloyd, Esq. 4/19/2023 IRS Issues Proposed Captive Reportable Transaction Regulations. On April […]
PDF Version Notes from the Trenches[1] New IRS Notice Urges Taxpayers to Exit Abusive Micro Captives By Michael E. Lloyd, […]
Downloadable Copy Click Here Notes from the Trenches[1] Bad Facts Result in Another IRS Captive Win – the Caylor Case […]
Click Here For Printable Copy Retirement Plan Provisions of the CARES Act By Jeff Bragdon and Michael Lloyd 3/30/20[1] The […]
Printable PDF Version Click Here Notes from the Trenches[1] IRS Sends Warning Letter to Captives By Michael E. Lloyd, Esq. […]
Printable PDF Version Click Here Notes from the Trenches[1] Advice for Section 831(b) Captives Who Are Not Under Audit (Yet) […]
On 1/31/20, the IRS published News Release 2020-26, describing the next steps on its plan of action against abusive micro-captive […]
2020 Retirement Plan Cost of Living Adjustments Announced by IRS The IRS released the 2020 Cost of Living Adjustments for […]
The IRS recently announced the results of a national campaign to thwart employment tax crimes and serious noncompliance. As part […]
In an extraordinary effort to collect from out-of-state taxpayers, the Pennsylvania Department of Treasury has hired an outside law firm, […]
The IRS released the 2019 Cost of Living Adjustments for various limitations affecting retirement plans on November 1, 2018. The […]
Earlier this month, the government issued guidance on the due date for 2017 Foreign Bank Account Reports (FBARs). 2017 FBARs […]
Making tax reform work for you December 1, 2017 Congress is working towards passing major tax reform that could potentially […]
Reading between the Lines of Avrahami – Silver Linings and Dark Clouds for Micro Captives© By Michael Lloyd, Esq. August […]
Navigating the Avrahami Maze to a Successful Captive© By Michael E. Lloyd, Esq. August, 25, 2017 On August 21, […]
IRS Speaks about Captives at American Bar Association Meeting By Michael E. Lloyd, Esq. 8/17/17 Recently, Alexis Maclvor, […]
This document sets for the terms and conditions of services that may be provided by Williams Coulson to 831(b) Captive […]
IRS Notice 2017-8 extended the date to file Forms 8886 for Section 831(b) micro-captives until before May 1, 2017. The […]
On December 23, 2016, the IRS announced that certain Syndicated Conservation Easement Transactions will be considered listed transactions. Taxpayers who […]
Message to Captive Managers Thank you all for your interest in working with Williams Coulson to prepare Forms 8886 […]