Legacy Tax & Resolution Services

How Can I File for Unemployment in the United States?

In these times of uncertainty, governments all over the world are taking unprecedented action to support people who have been adversely affected by the COVID-19 pandemic. On March 12th, the U.S. Department of Labor released updated eligibility criteria for unemployment insurance (UI) programs to include people that have become unemployed as a direct result of the coronavirus […]

US Tax Advice for US Expatriate Living and Working in Macedonia

Tax Guide for US Expats Living and Working in Macedonia   Download Our Expat Tax Guide Who Is Liable For Income Taxes in Macedonia Territoriality. Individuals resident in the Republic of Macedonia (RM) are subject to income tax on their worldwide income. Nonresident individuals are subject to income tax on their income earned in the RM. […]

So Long To The Tax Deduction For Investment Expenses

Article Highlights: Itemized Deduction  Net Investment Income  Investment Interest Deduction  Surtax On Net Investment Income  Retirement Account Fees  Under the new tax reform law, investment expenses are no longer deductible as a miscellaneous itemized deduction. This means, for example, that if you have an investment account and are paying fees to have it managed, those […]

The IRS Starts Issuing Coronavirus Payments April 9th: When Will You Get Your Funds?

With the impact of the COVID-19 crisis affecting people all over the country, the Internal Revenue Service and the Treasury Department have said that the monies promised to Americans will begin being distributed in the next three weeks, providing a lifeline to those whose financial lives have been upended by the pandemic, and the Washington Post provided […]

Track Your Economic Impact Payment in the New IRS Portal

The IRS is planning to create a new, online portal called “Where’s My Economic Impact Payment” where people can obtain details about their payment from the economic stimulus package and also provide their banking information. Background After the CARES Act passed through Congress, Treasury and the IRS had estimated there would be 171 million rebate payments under the Act […]

Tax Reform Enables Deferral of Taxable Gains Into Investments in Opportunity Zones

Article Highlights: Tax Cuts and Jobs Act  Reinvested Gains  Enhanced Basis  Qualified Opportunity Funds  Partnerships  Qualified Opportunity Zones  Those who have a large capital gain from the sale of a stock, asset, or business and who would like to defer that gain with the possibility of excluding some of it from taxation should investigate a […]

US Tax Advice for US Expatriate Living and Working in Lesotho

Tax Guide for US Expats Living and Working in Lesotho   Download Our Expat Tax Guide Who Is Liable For Income Taxes in Lesotho Citizen residents and permanent residents are taxable on Lesotho-source income and on income brought into Lesotho. Tax-resident expatriates are taxed on income from all sources to the extent that the income […]

Defer Gains with Qualified Opportunity Funds

If you have a large capital gain from the sale of a stock, asset, or business and would like to defer that gain with the possibility of excluding some of it from taxation, you may want to check out the new investment vehicle created by tax reform, called a qualified opportunity fund (QOF). Congress, as […]

Full Breakdown: IRS Filing, Payment, and Action Deadlines

Article Highlights: Filing Due Date Postponement  Payment Due Date Postponement  Extensions  Late Filing and Late Payment Penalties  Required Minimum Distributions  2019 IRA Contributions  Distributions of Excess Retirement Plan Contributions  2019 HSA & Archer MSA Contributions  Elections  Cancelling Direct Withdrawals  Estimated Tax Payments  Underpayment Penalties  Payroll Reporting  On April 9, 2020, the IRS issued Notice 2020-23 which has […]

IRS Extends Over 300 Tax Filing, Payment and Admin Deadlines

According to Treasury Secretary Steven Mnuchin, “Treasury and the IRS are extending tax deadlines for fiscal year businesses, tax-exempt organizations and more than 270 other tax-related deadlines” in an effort to relieve taxpayers during the challenging times of COVID-19. Last month, the IRS announced that taxpayers generally have until July 15, 2020, to file and pay federal […]