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IRS Admits it has Been Disclosing Sensitive Taxpayer Information without Adequate Controls

The Treasury Inspector General for Tax Administration (TIGTA) found that some IRS contractor personnel without the appropriate background investigation had access to taxpayer and other sensitive but unclassified (SBU) information. TIGTA found that taxpayer data and other SBU information may be at risk due to a lack of background investigation requirements in five contracts for courier, printing, document recovery and sign language interpreter services. TIGTA found 12 more service contracts for which employee background checks were required by the contracts; however, some of the personnel did not have interim access approval or final background investigations before they began working on the contracts.

TIGTA made five recommendations to the IRS to ensure that the service contracts have security provisions included in the solicitation and contract, and that associated contractor personnel have appropriate interim access approval or final background investigation before working on the co…

IRS Admits it has Been Disclosing Sensitive Taxpayer Information without Adequate Controls

The Treasury Inspector General for Tax Administration (TIGTA) found that some IRS contractor personnel without the appropriate background investigation had access to taxpayer and other sensitive but unclassified (SBU) information. TIGTA found that taxpayer data and other SBU information may be at risk due to a lack of background investigation requirements in five contracts for courier, printing, document recovery and sign language interpreter services. TIGTA found 12 more service contracts for which employee background checks were required by the contracts; however, some of the personnel did not have interim access approval or final background investigations before they began working on the contracts.

TIGTA made five recommendations to the IRS to ensure that the service contracts have security provisions included in the solicitation and contract, and that associated contractor personnel have appropriate interim access approval or final background investigation before working on the c…

California—Property Tax: Solar Energy System Exclusion Extended

In California there are basically two ways that your property taxes can be reassessed at full market value. One is when you sell or purchase the real property. The second is if you have new construction or have a major addition to the real property. There are numerous tax incentives both in California and at the Federal level to promote green energy. One such incentive includes the California property tax rules which were amended to provide an exclusion from classification as newly constructed for the construction or addition of an active solar energy system. Thus, if you install a solar energy system on your rooftop that will not cause your property taxes to increases because of new construction. The exclusion however was set to expire in 2015-16. The good news is that the exclusion has been extended and now applies to property tax lien dates through 2023-24 fiscal year. Under the new amendments the exclusion is repealed January 1, 2025 (formerly 2017). Therefore, active…

California—Property Tax: Solar Energy System Exclusion Extended

In California there are basically two ways that your property taxes can be reassessed at full market value. One is when you sell or purchase the real property. The second is if you have new construction or have a major addition to the real property. There are numerous tax incentives both in California and at the Federal level to promote green energy. One such incentive includes the California property tax rules which were amended to provide an exclusion from classification as newly constructed for the construction or addition of an active solar energy system. Thus, if you install a solar energy system on your rooftop that will not cause your property taxes to increases because of new construction. The exclusion however was set to expire in 2015-16. The good news is that the exclusion has been extended and now applies to property tax lien dates through 2023-24 fiscal year. Under the new amendments the exclusion is repealed January 1, 2025 (formerly 2017). Therefore, active…

Wilson Tax Law Group - The Newport Beach Tax Attorney Blog: Former San Bernardino Accountant Sentenced to Four...

Wilson Tax Law Group - The Newport Beach Tax Attorney Blog: Former San Bernardino Accountant Sentenced to Four...: The San Bernardino Superior Court ordered an Apple Valley woman to pay restitution of approximately $962,000 to her former employer and more...

Wilson Tax Law Group - The Newport Beach Tax Attorney Blog: Former San Bernardino Accountant Sentenced to Four...

Wilson Tax Law Group - The Newport Beach Tax Attorney Blog: Former San Bernardino Accountant Sentenced to Four...: The San Bernardino Superior Court ordered an Apple Valley woman to pay restitution of approximately $962,000 to her former employer and more...

Former San Bernardino Accountant Sentenced to Four Years in State Prison for Income Tax Evasion

The San Bernardino Superior Court ordered an Apple Valley woman to pay restitution of approximately $962,000 to her former employer and more than $162,000 to the state representing the unpaid tax, penalties, interest, and the cost of the investigation. All income is taxable even embezzlement income. Raeanne Lacasse, 59, was sentenced to four years in state prison for three felony counts, including state income tax evasion and embezzlement with white collar crime enhancement. A San Bernardino construction company employed Lacasse between 2000 and 2010. Lacasse embezzled more than $1.1 million from her employer between 2006 and 2010 by issuing company checks to various third-party vendors for personal expenses and then reclassifying those checks as construction expenses. In addition, she forged payroll checks and deposited them into her personal bank accounts. The majority of the funds went to Lacasse’s home, car, and personal credit cards. Lacasse filed false personal income tax re…