Law Offices of Connie Yi, PC
Tell Us About Your Case
888-312-6978
View Our Practice Areas

Always relevant, especially now: estate planning tax considerations

Tick, tick, tick.

For some American tax filers, those surpassing seconds can seem akin to a default mantra that begins to sound in their heads around this time each year.

Yes, it’s … tax season.

For legions of individual and joint filers in the Bay Area and nationally, getting square with federal and state tax regulators each spring is not a big ordeal.

In fact, it is routinized and often yields similarly predictable results with each passing cycle. Fill in the boxes, apply the usual formulas, spit out the results and send off the returns. And, of course, either self-applaud the refund or begrudgingly write the accustomed check.

For other select filers, though, tax season can seem fraught with peril and replete with uncertainty marked by varied complexities.

Often it is filers with overseas holdings that stress the most. Their angst is understandable, owing to the years’-long spotlight that the IRS, Treasury Department and U.S. Department of Justice have aimed at that demographic. Not only are the rules, processes and penalties relevant to filers with foreign holdings dense and technical; they are ever-changing, as well.

Of course, there can be far more than overseas assets to think about concerning the tax realm and filing season. Estate planners ranging from high-asset filers to individuals and families with relatively modest holdings often have tax-linked concerns and issues that need to be addressed and resolved.

A proven estate planning attorney can closely help with the process. A few select legal advocates combine tax-related legal acumen with specialized credentials conferred as a certified public accountant and can provide even more value for a client relying upon professional advice and representation.

Tax planning and compliance is a core concern for most filers. An experienced planning professional stands ready to help.

No Comments

Leave a comment
Comment Information

Contact Us

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Email Us For A Response

Office Locations

Law Offices of Connie Yi, PC
323 Ray Street
Pleasanton, CA 94566

Phone: 925-484-0888
Pleasanton Law Office Map

San Mateo
1900 S. Norfolk Street
Suite 350
San Mateo, CA 94403

Phone: 415-433-3350
Map & Directions

Cupertino
19925 Stevens Creek Blvd
Suite 100
Cupertino, CA 95014

Toll Free: 888-312-6978
Map & Directions

San Francisco
490 Post Street, Suite 508
San Francisco, CA 94102

Toll Free: 888-312-6978
Phone: 415-433-3350
Map & Directions