TAX ADVICE DISCLAIMER: The contents of this blog are for educational purposes only and do not constitute legal advice and the information offered does not create an attorney client relationship. So if you've been thinking about going from a will to a trust: 1) to get your affairs more organized, 2) to minimize costs and fees, and/or to protect your wishes from challenge (challenging a trust is harder than challenging a will) then call 61 and take one of these appointments.įor more on the difference between a will and a trust click here to get our 2016 So if you're missing some documentation, or you have received that last minute revised 1099 or K1, take a deep breath, stay cool, calm and collected, and remember you have another six months to file the return.Īfter tax season, it's a great idea to review your estate planning and make sure that it's up to date.įor our latest 2017 Edition of Enhanced Estate Planning, just click here to download the report or call Lisa at 61 for a copy to be mailed out.ĪRE YOU READY TO UPGRADE FROM A WILL TO A TRUST?Įach month we set aside 4 spots for Existing Client Will to Trust Upgrade - these appointments for existing clients only are offered at our special pricing of $2,500 (for a single person OR a couple). We can only do so many each month and this is 40% off our regular pricing. Just call your accountant or, if you do your own taxes click here to get a copy. You can get an automatic extension by filing form 4868.

The law specifically allows for the extension and it's automatic when properly requested. Many folks think they are sending in the return late or that it raises a red flag with the IRS.Īlthough estimated taxes ordinarily are due by April 15th, (so make sure to pay what you think you owe), (this year it's April 18th) it is much better to file the extension and get the return correct than rushing to get it in. Well don't be afraid, alarmed or nervous.įor some reason clients are afraid of filing an automatic extension with the IRS. Just got new information or still waiting for tax information? Not quite ready to file your income tax return or your gift tax return? To get this important extension form 4868 just click here !

Tax year 2016 extension form