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Wilson Tax Law Group - Taxpayer Prevails against the Franchise Tax Board ...

Wilson Tax Law Group - The Newport Beach Tax Attorney Blog: Taxpayer Prevails against the Franchise Tax Board ...: Just like the IRS, the California Franchise Tax Board (FTB) also has a program to allow one spouse to be relieved of existing joint liabilit...

Wilson Tax Law Group - Taxpayer Prevails against the Franchise Tax Board ...

Wilson Tax Law Group - The Newport Beach Tax Attorney Blog: Taxpayer Prevails against the Franchise Tax Board ...: Just like the IRS, the California Franchise Tax Board (FTB) also has a program to allow one spouse to be relieved of existing joint liabilit...

Wilson Tax Law Group - Taxpayer Prevails against the Franchise Tax Board ...

Wilson Tax Law Group - The Newport Beach Tax Attorney Blog: Taxpayer Prevails against the Franchise Tax Board ...: Just like the IRS, the California Franchise Tax Board (FTB) also has a program to allow one spouse to be relieved of existing joint liabilit...

Taxpayer Prevails against the Franchise Tax Board after Ex-Spouse Attempts to Destroy her Tax Relief Case

Just like the IRS, the California Franchise Tax Board (FTB) also has a program to allow one spouse to be relieved of existing joint liabilities if that spouse can prove that she or he meets the requirements for "innocent spouse" relief. These types of cases whether at the IRS or FTB level can be hotly contested and the other ex-spouse can intervene and attempt to impede the determination to relieve the liability for the claimant spouse. In a recent case, McShea, California State Board of Equalization, No. 509192, April 22, 2014, released August 2014, a taxpayer demonstrated that the FTB erred in its denial of her request for innocent spouse relief from unpaid California personal income tax liabilities.

In the McShea case, the FTB initially granted the taxpayer complete equitable relief for 1993 and partial equitable relief for 1994. However, the taxpayer’s ex-husband appealed the grant of relief, arguing that they had agreed to share the tax liabilities for the tax years …

Taxpayer Prevails against the Franchise Tax Board after Ex-Spouse Attempts to Destroy her Tax Relief Case

Just like the IRS, the California Franchise Tax Board (FTB) also has a program to allow one spouse to be relieved of existing joint liabilities if that spouse can prove that she or he meets the requirements for "innocent spouse" relief. These types of cases whether at the IRS or FTB level can be hotly contested and the other ex-spouse can intervene and attempt to impede the determination to relieve the liability for the claimant spouse. In a recent case, McShea, California State Board of Equalization, No. 509192, April 22, 2014, released August 2014, a taxpayer demonstrated that the FTB erred in its denial of her request for innocent spouse relief from unpaid California personal income tax liabilities.

In the McShea case, the FTB initially granted the taxpayer complete equitable relief for 1993 and partial equitable relief for 1994. However, the taxpayer’s ex-husband appealed the grant of relief, arguing that they had agreed to share the tax liabilities for the tax years…

IRS Phone Scams Run Rampant - Tips to Keep Your Client Protected

The IRS has been issuing a number of alerts about telephone scams. I have personally had at least two clients who have been targeted by these phone scammers. Lucky for them I was able to warn them not to call them back and the phone scammers were unable to defraud my clients. Unfortunately, thousands and thousands of other people across the US have been the victims of these extremely slick phone scammers. They have defrauded people out of millions of dollars.

How it works is the scammers call people on their cell phone and home phones claiming to be employees of the IRS. They often demand money to pay taxes and threaten people by saying if you don't immediately pay they are going to seize their assets or have them arrested. Some may try to con you by saying that you're due a refund. The refund is a fake lure so you'll give them your banking or other private financial information. Don't be fooled by these scammers.

I have personally talked to the scammers after the…

IRS Phone Scams Run Rampant - Tips to Keep Your Client Protected

The IRS has been issuing a number of alerts about telephone scams. I have personally had at least two clients who have been targeted by these phone scammers. Lucky for them I was able to warn them not to call them back and the phone scammers were unable to defraud my clients. Unfortunately, thousands and thousands of other people across the US have been the victims of these extremely slick phone scammers. They have defrauded people out of millions of dollars.

How it works is the scammers call people on their cell phone and home phones claiming to be employees of the IRS. They often demand money to pay taxes and threaten people by saying if you don't immediately pay they are going to seize their assets or have them arrested. Some may try to con you by saying that you're due a refund. The refund is a fake lure so you'll give them your banking or other private financial information. Don't be fooled by these scammers.

I have personally talked to the scammers after t…