Keebler Tax & Wealth Education

Learn it Live with Robert Keebler - October 17th & 18th 2012

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    A Private Two Day Seminar for Lawyers, CPAs, and Financial Advisors      “What the Lawyer, CPA, and Financial Advisor Need to Know About Sophisticated Planning and Drafting for IRA & Qualified Plan Distributions, Including How to Plan with a $5,000,000 Exemption”    

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Statute Of Limitations Suspended In Tax Court Petition Challenging Validity Of Notice Of Deficiency

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In Shockley v. Commissioner, 110 AFTR 2d 2012-XXXX (July 11, 2012), the Court of Appeals for the 11th Circuit held that a Tax Court petition that challenged a notice of deficiency as invalid “was a proceeding in respect of the deficiency” so as to suspend the limitations period.

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IRS Allows Taxpayer to Retroactively Make a 163(d)(4)(B)(ii) Election After a Mistake by an Advisors

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In PLR 201219005, the Internal Revenue Service (the Service) granted an extension to allow taxpayers who treat investment income as capital gains to correct a mistake made by their tax preparer.

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