Home

I had same issue. 102 year old died 2 days before the verification letter came. My client had POA but they would not take it as they required death certificate, form 56 and letters of testimentary to verify it. Now there is not only that refund but ...

Thank you Torakichi Jesús Oba Pérez, EA, CPA, CalCPAs for this article: https://www.tx.cpa/news-publications/news-announcements/article/2026/05/29/foreign-currencies-qbus-and-their-new-2025-filing-requirements Foreign Currencies: QBUs and Their ...

Cynthia, Over the past few years, I had a few of these come through my door. You are correct to proceed with caution as you don't want a situation to terminate federal or state benefits (because of income). In my situation, I worked closely with the ...