Blog posts from: 2015
Form 6166 – Certification of U.S. Tax Residency
Many U.S. treaty partners require the IRS to certify that the person claiming treaty benefits is a resident of the United States for federal tax purposes. The IRS provides this residency certification on Form 6166, a letter of U.S. residency...
Many Americans regret how they financed college
According to a recent AICPA Survey, 68 percent of Americans regret how they financed college. Thirty-five percent of Millennials would delay starting college to build up savings and reduce need for loans—if they could do things again. Read the full press...
Tax laws regarding Protective Claims for refund
Protecting your right to a tax refund: The right to receive a tax refund at times is uncertain, contingent on the outcome of audits, litigation or other future events. The amount of the refund may also be uncertain. For example...
ShindelRock to present at MiMGMA Summer Conference
ShindelRock's Marianne Lilly and Steve Wisinski will present "Medical Practice Fraud and How to Prevent It" to the medical practice managers at the MiMGMA Summer Conference on Thursday in Boyne. Looks like a great agenda!
IRS updates list of designated private delivery services
The Internal Revenue Service has updated its list of designated private delivery services that meet the rules for determining the postmark for timely filing and payment, eliminating DHL and adding several FedEx services. Notice 2015-38 updates the list of designated...
Tax laws regarding doctrine of equitable tolling
All tax filings, tax payments and government audits have limited time frames allowing for any changes to be made. Collectively these are known as “Statute of Limitation” rules. A common example would be the limitation for amending personal income tax...
Report phishing and online scams
Remember that the IRS doesn't initiate contact with taxpayers by email, text messages or social media channels to request personal or financial information. This includes requests for PIN numbers, passwords or similar access information for credit cards, banks or other financial...
SCAM ALERT: Fake Michigan form asks businesses for $150 fee
The Department of Licensing and Regulatory Affairs (LARA) is warning of a fake government form being mailed out to businesses that asks for a $150 fee. Some Michigan businesses have reported receiving an official-looking form entitled the “2015 Annual Minutes...
Guest Author Julia A. Perkins: Love & Marriage – What does it mean for same-sex couples?
UPDATE June 26, 2015: The Supreme Court of the United States overturned the lower court of appeals stay allowing gay marriage bans in several states, making same-sex unions legal in all 50 states. About 114,000 same-sex couples nationwide have been legally...
State tax return confirmation quiz
Several states, including Ohio, Indiana, Alabama and Massachusetts, are requiring some taxpayers to take an online timed quiz to confirm their identity as a fraud prevention measure. At ShindelRock, we think this measure could be ripe for fraudsters to gain personal...