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Tag Archives: Form W-9
Tax and Estate Planning: Private Foundations, Business Expense Deductions, Deed Tenancy, Foreign Assets
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
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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
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