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I had an issue with the allocation of jointly paid estimated tax payments, which are supposed to be allocated between the parties. Unfortunately, the IRS applied the entirety to the primary taxpayer and would not allocate as they are required. Ultimately, ...

I guess I was lucky, I had a client I did financial statements for for about 30 years and he was never demanding that I change the reviewed statements I prepared. Later on we did end up with some GAAP departures because compliance would have been overly ...

Hi, Thanks for any help you can provide. Due to a death in the family and other concerns, it looks like a good time to liquidate a family investment partnership. Currently the partnership only holds stocks. Up until a few years ago, primary investments ...