New IRS Notice Urges Taxpayers to Exit Abusive Micro Captives
PDF Version Notes from the Trenches[1] New IRS Notice Urges Taxpayers to Exit Abusive Micro Captives By Michael E. Lloyd, […]
Legal Updates
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Bad Facts Result in Another IRS Captive Win – the Caylor Case
Downloadable Copy Click Here Notes from the Trenches[1] Bad Facts Result in Another IRS Captive Win – the Caylor Case […]
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Retirement Plan Provisions of the CARES Act
Click Here For Printable Copy Retirement Plan Provisions of the CARES Act By Jeff Bragdon and Michael Lloyd 3/30/20[1] The […]
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Notes from the Trenches IRS Sends Warning Letter to Captives
Printable PDF Version Click Here Notes from the Trenches[1] IRS Sends Warning Letter to Captives By Michael E. Lloyd, Esq. […]
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Notes from the Trenches Advice for Section 831(b) Captives Who Are Not Under Audit (Yet)
Printable PDF Version Click Here Notes from the Trenches[1] Advice for Section 831(b) Captives Who Are Not Under Audit (Yet) […]
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IRS Takes Next Step on Abusive Micro-Captive Transactions – News Release 2020-26 1/31/20
On 1/31/20, the IRS published News Release 2020-26, describing the next steps on its plan of action against abusive micro-captive […]
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2020 Retirement Plan Cost of Living Adjustments Announced by IRS
2020 Retirement Plan Cost of Living Adjustments Announced by IRS The IRS released the 2020 Cost of Living Adjustments for […]
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IRS Employment Tax Campaign Yields Business Owner Indictments and Other Enforcement Action
The IRS recently announced the results of a national campaign to thwart employment tax crimes and serious noncompliance. As part […]
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Pennsylvania Hires Wong Fleming Law Firm to Pursue Out-of-State Taxpayers
In an extraordinary effort to collect from out-of-state taxpayers, the Pennsylvania Department of Treasury has hired an outside law firm, […]
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2019 Retirement Plan Cost of Living Adjustments Announced by IRS
The IRS released the 2019 Cost of Living Adjustments for various limitations affecting retirement plans on November 1, 2018. The […]
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Government Clarifies 2017 FBAR Due Date
Earlier this month, the government issued guidance on the due date for 2017 Foreign Bank Account Reports (FBARs). 2017 FBARs […]
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Making tax reform work for you
Making tax reform work for you December 1, 2017 Congress is working towards passing major tax reform that could potentially […]
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Reading between the Lines of Avrahami – Silver Linings and Dark Clouds for Micro Captives©
Reading between the Lines of Avrahami – Silver Linings and Dark Clouds for Micro Captives© By Michael Lloyd, Esq. August […]
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Navigating the Avrahami Maze to a Successful Captive©
Navigating the Avrahami Maze to a Successful Captive© By Michael E. Lloyd, Esq. August, 25, 2017 On August 21, […]
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IRS Speaks about Captives at American Bar Association Meeting
IRS Speaks about Captives at American Bar Association Meeting By Michael E. Lloyd, Esq. 8/17/17 Recently, Alexis Maclvor, […]
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Williams Coulson provides Captive Screening services – 2017
This document sets for the terms and conditions of services that may be provided by Williams Coulson to 831(b) Captive […]
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IRS Extends Captive Reporting Date
IRS Notice 2017-8 extended the date to file Forms 8886 for Section 831(b) micro-captives until before May 1, 2017. The […]
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Syndicated Conservation Easements are now listed transactions!
On December 23, 2016, the IRS announced that certain Syndicated Conservation Easement Transactions will be considered listed transactions. Taxpayers who […]
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Message to Captive Managers
Message to Captive Managers Thank you all for your interest in working with Williams Coulson to prepare Forms 8886 […]
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Transactions of Interest v. Listed Transactions – What is the Difference?
Transactions of Interest v. Listed Transactions – What is the Difference? By Michael E. Lloyd IRS Notice 2016-66. […]