Tag Archives: Offshore Bank Account

Tax and Estate Planning: Private Foundations, Business Expense Deductions, Deed Tenancy, Foreign Assets

Posted on June 4, 2012 by Staff

Even though the value of Facebook’s stock has depreciated considerably since the recent IPO, and many of us have learned some stock market lessons the hard the way, a lot of original investors and Facebook employees have obtained sudden wealth. … Continue reading →

Posted in California Trust Law, Charitable Planning, Estate Planning, Offshore Bank Account, Overseas Assets | Tagged 501(c)3, Attorney General of California, Business Expense Deductions, capital gains, charitable donations, charitable organization, Deed Tenancy, Estate Planning, Facebook, fair market value, FBAR, Foreign Assets, Form 8938, Form W-9, IRS Service Center, Joint Tenancy, money for retirement, not-for-profit organization, Offshore Bank Account, out-of-pocket costs, overseas assets, Private Foundations, Publication 463, Report of Foreign Bank and Financial Accounts, sudden wealth, tax basis, tax liability, Tax Planning, Tenancy in Common, U.S. Treasury, wealth management strategies | Leave a comment

Offshore Bank Accounts Or Foreign Assets Can Lead To An Information Document Request (IDR) From The IRS

Posted on November 19, 2011 by Staff

A couple of months ago, we wrote about the extended deadline for filing the paperwork to take advantage of the IRS’s 2011 Offshore Voluntary Disclosure Initiative (OVDI). We would like to believe that anyone who was in a position to … Continue reading →

Posted in Offshore Bank Account, Overseas Assets, Tax Law | Tagged §1.6011-4(b)(2), federal tax, Foreign Assets, foreign bank account, Form 4564, IDR, Income Tax Regulations, Information Document Request, Internal Revenue Service, IRS, listed transactions, Offshore Bank Account, Offshore Voluntary Disclosure Initiative, OVDI, overseas assets, Pleasanton, San Francisco, San Francisco Bay, San Jose, San Mateo, tax attorney, tax avoidance transactions, tax returns, tax shelters | Leave a comment

Law Offices of Connie Yi, P.C. Updates Website for California, Estate Planning, Real Estate and Tax Attorney

Posted on September 27, 2011 by Staff

The Law Offices of Connie Yi, P.C. has recently posted an updated version of its website at ConnieYiLaw.com. We have not made any radical changes to the design or contents of our new website. We have basically just tweaked the … Continue reading →

Posted in Business Law, Estate Planning, Residential Real Estate, Tax Law | Tagged Business Succession Planning, Business Succession Valuation, Charitable Planning, Forensic Accounting, Litigation Support, Offshore Assets, Offshore Bank Account, Tax Examination, Tax Litigation, Trust Litigation | Leave a comment

Tag Archives: Offshore Bank Account

Tax and Estate Planning: Private Foundations, Business Expense Deductions, Deed Tenancy, Foreign Assets

Offshore Bank Accounts Or Foreign Assets Can Lead To An Information Document Request (IDR) From The IRS

Law Offices of Connie Yi, P.C. Updates Website for California, Estate Planning, Real Estate and Tax Attorney

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