• Davis Law Group Team

Tag Archives: advice

5 Rules for Avoiding Estate Problems

 

5 rules for avoiding estate plan problems

Some people think that estate issues after you die are unavoidable.

Still others think that they’ll be long gone, so what does it matter if there’s a plan in place? The truth is, there are ways to plan ahead and create an...
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Schedule K-1s are Due March 15th – Are You Ready?

Whether you’re a small LLC, an Electing Large Partnership LLC or an S-Corporation, March 15th marks the date you must file your 2016 tax returns (Form 1065, 1065-B, 1120S, or 2553, depending upon your business entity).

In addition to filing your taxes by this date, March 15th also marks the deadline for sending out Schedule K-1s...
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Tax Records: What to Keep and For How Long??

A big question we get is how long should you maintain tax returns and supporting documentation?

As the year ends and you prepare for your 2016 tax return, here is some good advice and information on tax documentation and retention. Tax Returns vs. Real Estate Records Generally, the IRS recommends keeping copies of tax returns and supporting documents...
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Online Estate Planning?  Think About It.

Call me old-school, but it seems to me that legal services, such as estate planning, should involve a personalized continuing relationship, not a single disconnected transaction. Estates, and their planning, can change over the course of someone’s lives as assets are obtained, properties are sold, marriages end or begin, and children...
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