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Expert Insight From Our Attorneys

Retirement Tips

401(k) Limit Increases to $23,500 for 2025, IRA Limit Remains $7,000

Tax Tips

IRS Encourages All Taxpayers to Sign Up for an IP PIN for the 2025 Tax Season

Tax Scams

IRS Warns Taxpayers of Charity Scams Following Recent Hurricanes; Provides Tools to Help People Verify Legitimate Groups

Tax Tips

IRS Offers Tax Relief After Major Disasters

Tax Tips

Essential Resources to Rebuild Records After a Natural Disaster

Tax Tips

IRS Warns of "Mills" Taking Advantage of Taxpayers with Offer in Compromise Program

Tax Tips

Taxpayer Advocate Service: A Taxpayer’s Voice at the IRS

Tax Tips

By Law, All Taxpayers Have the Right to Finality of Federal Tax Matters

Identity Theft

IRS Online Account and Identity Protection PINs Protect Against Identity Thieves and Scammers

Business Tax Tips

SECURE 2.0 Act Impacts How Businesses Complete Forms W-2

Tax Tips

Employer Educational Assistance Programs Can Still Be Used to Help Pay Off Workers’ Student Loans through Dec. 31, 2025

Tax Tips

IRS Reminds Taxpayers of Important Tax Guidelines Involving Contributions and Distributions from Online Crowdfunding

Tax Credits

IRS Shares New Warning Signs of Incorrect Claims for Employee Retention Credit

Tax Credits

Second ERC Voluntary Disclosure Program for Improper Claims is Open through Nov. 22

Tax Credits

Child and Dependent Care Tax Credit Can Help Offset Summer Day Camp Expenses

Tax Credits

Taxpayers Should Review the Education Tax Credits Before They File

Tax Deduction

The Educator Expense Deduction Can Help Offset Out-of-Pocket Classroom Costs

Tax Tips

Taxpayer Privacy Isn’t Just a Right – It’s the Law!

Tax Credits

Misleading Social Media Advice Leads to False Claims for Credits

Tax Credit

IRS Warns of New Scam Targeting Clean Energy Tax Credit

Tax Tips

Energy Efficient Home Improvements Could Help People Reduce Energy Bills and Taxes

Tax Tips

Disaster Tax Relief Information and Resources on IRS.gov

Tax Tips

Disaster Tax Relief: What Taxpayers Need to Know

Tax Tips

Mediation Can Help Taxpayers Settle Tax Issues

Retirement Tips

Retirement Plan Distributions

Tax Tips

Frequently Asked Questions about Educational Assistance Programs

Tax Tips

Treasury, IRS Release Guidance on the Prevailing Wage and Apprenticeship Requirements for Increased Credit and Deduction Amounts Under the Inflation Reduction Act

Tax Credits

Businesses: The Employer-Provided Childcare Tax Credit is Worth Up to $150,000

Tax Tips

Newlyweds Tax Checklist

Tax Tips

IRS Recommends Safeguarding Information in Case of Natural Disasters

Tax Credit

Builders of Energy Efficient Homes May Qualify for a Valuable Tax Credit

Tax Tips

Hobby or Business: What People Need to Know If They Have a Side Hustle

Tax Tips

Taxpayers Can Appeal a Rejected Offer in Compromise

Tax Tips

Summer Activities That Could Affect People’s Tax Returns Next Year

Tax Tips

Year-Round Tax Planning Pointers for Taxpayers

Tax Deductions

Tax Benefits for Homeowners

Tax Credits

Businesses and Organizations Can Add More Users for IRS Energy Credits Online

Tax Credits

Check Business Tax Returns for Signs of Incorrect Employee Retention Credit Claims

Tax Tips

Reminder: Taxpayers Must File and Pay Taxes Even If They Live Abroad

Tax Credits

Misleading Advice Leads to False Claims for Fuel Tax Credit, Sick and Family Leave Credit, Household Employment Taxes

Tax Credits

Home Improvements Could Help Taxpayers Qualify for Home Energy Credits

Tax Tips

How to Request Help with a Tax Matter from the IRS Independent Office of Appeals

Tax Tips

By Law, Taxpayers Have the Right to Challenge the IRS’ Position and Be Heard

Tax Tips

What Taxpayers Should Do If They Receive Mail from the IRS

Emergency Preparedness

Emergency Preparedness Plans for Businesses Should Include Financial Records

Tax Scams

Beware of These Common Tax Scams

Estimated Taxes

IRS Reminder: June 17 Estimated Tax Payment Deadline Fast Approaching

Tax Tips

Small Businesses: Find Tax Resources and Tools on IRS.gov

Tax Tips

What the Right to a Fair and Just Tax System Means for Taxpayers

Tax Debt

Taxpayers Could Settle Federal Tax Debt with an Offer in Compromise

Tax Tips

Be Ready for Next Year: IRS Tax Withholding Estimator Helps Ensure Withholdings are Correct for 2024

Tax Tips

IRS Alert: Beware of Companies Misrepresenting Nutrition, Wellness and General Health Expenses as Medical Care for FSAs, HSAs, HRAs and MSAs

Tax Tips

What Taxpayers Should Do If They Received a Form 1099-K in 2024

Tax Deductions

Deductions for Individuals: The Difference Between Standard and Itemized Deductions, and What They Mean

Tax Credits

Tax Credits for Individuals: What They Are and How They Can Benefit Taxpayers

Tax Tip

What to Expect after Receiving a Non-Filer Compliance Alert Notice and What to Do to Resolve

Tax Credit

Clean Vehicle Credits Can Help Car Buyers Pay Less at the Dealership

Tax Credit

Parents: Check Eligibility for the Credit for Other Dependents

Tax Tips

Tax Help for New Parents

Tax Refunds

Debunking Common Myths about Federal Tax Refunds

Tax Tips

Never Mind the Myths; Know the Facts about Receiving a Form 1099-K in 2024

Tax Payments

Options for Taxpayers Who Need Help Paying a Tax Bill

Tax Refunds

Direct Deposit is the Best Way to Get a Federal Tax Refund

Tax Tip

Remember, an Extension to File is Not an Extension to Pay Taxes

Tax Audits

IRS Begins Audits of Corporate Jet Usage

Tax Credits

IRS Employer-Provided Childcare Tax Credit Page Helps Employers Determine Eligibility for Up to $150,000 Business Tax Credit

Tax Notices

IRS Launches Simple Notice Initiative Redesign Effort

Tax Tips

The Taxpayer Bill of Rights Protects All Taxpayers Year-Round

Tax Credits, Tax Deductions

Tax Credits and Deductions for Individuals

Tax Credits

IRS Opens Free Energy Credit Online Tool for Sellers of Clean Vehicles to Register for Time-of-Sale Reporting and Dealer Advance Payments for the Clean Vehicle Credit

Tax Tips

Tax Basics for Setting Up a Business

Tax Tips

IRS Issues Standard Mileage Rates for 2024

Tax Deductions

IRS Warns Taxpayers of Improper Art Donation Deduction Promotions; Highlights Common Red Flags

Tax Credits

Saver’s Credit Can Help Low- and Moderate-Income Taxpayers to Save More in 2024

Tax Tips

Businesses Must Electronically File Form 8300, Report of Cash Payments Over $10,000, Beginning Jan. 1, 2024

Tax Tips

Tax Time Guide: IRS Enhances Where’s My Refund? Tool for 2024 Filing Season

Retirement

Qualified Charitable Distributions Allow Eligible IRA Owners Up to $100,000 in Tax-Free Gifts to Charity

Tax Tips

IRS Provides Tax Inflation Adjustments for Tax Year 2024

Tax Credit

Employers Should Certify Employees Before Claiming the Work Opportunity Tax Credit

Retirement

401(k) Limit Increases to $23,000 for 2024, IRA Limit Rises to $7,000

Tax Credits

Builders of New Energy Efficient Homes May Qualify for an Expanded Tax Credit

Tax Credits

Red Flags for Employee Retention Credit Claims

Tax Credits

New Voluntary Disclosure Program Lets Employers Who Received Questionable Employee Retention Credits Pay Them Back at Discounted Rate

Charitable Donations

Beware of Fake Charities; Check Before Donating

Tax Tips

2024 Flexible Spending Arrangement Contribution Limit Rises by $150

Retirement

Individual Retirement Accounts Can Be Important Tools in Retirement Planning

Tax Credit

Builders of Qualified New Energy-Efficient Homes May Qualify for an Expanded Tax Credit under Section 45L

Tax Tips

Businesses Must Electronically File Form 8300 for Cash Payments over $10,000

Tax Notices

IRS Expands Use of Chatbots to Help Answer Questions on Key Notices

Identity Theft

Avoiding Identity Theft Scammers Posing as the IRS

Tax Tips

Know the Different Types of Authorizations for Third-Party Representatives

Tax Tips

Tax Considerations When Selling a Home

Charity

Tips to Help Taxpayers Make Sure Their Donations Go to Legitimate Charities

Tax Tips

IRS Announces Sweeping Effort to Restore Fairness to Tax System with Inflation Reduction Act Funding

Tax Tips

All Taxpayers Have the Right to Appeal an IRS Decision in an Independent Forum and Be Heard

Holidays

Happy Holidays!

Retirement

Those Aged 73 and Older Must Make Required Withdrawals from IRAs and Retirement Plans by Dec. 31

Tax Tips

IRS Reminder: Make Sure to Understand Recent Changes When Buying a Clean Vehicle

Tax Tips

Keeping Vital Records Safe Can Make Disaster Recovery Easier

Tax Tips

Delay in Form 1099-K Reporting Threshold for Third-Party Platform Payments in 2023

Our Mission

When life becomes unsettled due to a probate, trust, tax, or estate planning problem, we’re here to help, with compassion and expertise. We’ll work with you to create a thoughtful, effective plan so that you can move forward with clarity and peace of mind.

ABout the firm

Attorneys Les L. Hoiberg, Paul A. McGowan, & Paralegal Kelli J. Seaholm

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Our attorneys will help you navigate your fiduciary duties from start to finish. Let us handle the fine print so you can focus on what you love.

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