Tax Filing For Estates And Trusts
Form 56- Notice Concerning Fiduciary Relationship Form 1040-Final
Individual Income Tax Return and the State Tax Return Form
706-United States Estate (and Generatino-Skipping Transfer) Tax
Proposed Regulations Address PFIC Rules
The Treasury and IRS have issued proposed regulations on provisions
dealing with passive foreign investment companies (PFICs). Proposed
regulations published on April 25, 2015, also have been withdraw...
Proposed Exception to MEP Unified Plan Rule
Proposed regulations would provide an exception to the unified plan
rule for multiple employer plans (MEPs). The purpose is to reduce
the risk of plan disqualification due to noncompliance by other
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Our Mission Statement: In our experience, financial and tax issues carry emotional triggers that create fear, isolation and uncertainty.
Our purpose at Green Zahn & Associates is to change fear to knowledge, isolation to collaboration and uncertainty to empowerment so you can direct your financial future.