What do you do when you have a family member who is breaking major boundaries and trespassing? Merrell discusses Florida 810.02 which defines the offense of "trespass in structure or conveyance" and some practical considerations if you have rel

Episode 27: How to Make an Offer in Compromise to the IRS

Jul 7th, 2023 4m 16s

Attorney Merrell Bailey details the steps for cleaning up a hot mess with the IRS and making your Offer in Compromise (OIC).

Episode 26: Changing Cause of Death on a Death Certificate

Jun 23rd, 2023 3m

Attorney Merrell Bailey details the steps necessary to change cause of death on a death certificate.

Episode 25: Setting Up a Corporation

Jun 9th, 2023 3m 16s

Setting up a corporation for your asset protection and the importance of keeping records.

Episode 24: Gift Tax Rules for 2023

May 11th, 2023 3m 51s

If you have a taxable estate, there are ways to maximize your gifting without subtracting from your lifetime exemption!

Episode 23: Common Law Marriage

Oct 11th, 2021 18m 52s

Merrell Bailey and Krystal Woodbury discuss how common law marriages pass from one state to another, the burden of proof, and why sometimes you just may want to get married.

Episode 22: Employee or Independent Contractor?

Apr 8th, 2021 30m 16s

Are you sure that your independent contractor is not at employee? Krystal and Merrell discuss Uber, and the very fine and grey lines between employees, independent contractors and statutory employees.

Episode 21: FDIC Insurance

Dec 3rd, 2020 17m 29s

If you or your clients have recently liquidated assets, and you're wondering about FDIC insurance, you're not alone. Krystal and Merrell break down everything you need to know about deposits, what is and isn't covered, and how the $250,000 limi

Episode 20: The Biden Administration Proposed Tax Code Changes

Nov 23rd, 2020 19m 14s

Merrell and Krystal discuss the proposed tax plan under the Biden administration. Most proposed changes affect those individuals with taxable income rates over $400,000. There are also substantial changes for investors and corporations, and cha

Episode 19: What about Ivanka Trump's consulting fees and payroll?

Nov 12th, 2020 10m 41s

The New York Times matched a consultant payment of $747,622 deducted by President Trump to an income item on Ivanka Trump's disclosure forum. The payments allegedly were for consulting work on projects that Ivanka already was being paid for as

Episode 18: 18 and On Your Own

Sep 9th, 2020 26m 9s

Young adults. They're still your children, but legally they're not (under the law). What are your options?

Episode 17: Real Estate Fails

Apr 21st, 2020 15m 12s

Merrell and Krystal give examples of real estate fails and how they show up during probate.

Episode 16: Estate plans, legal docs and health care proxies during Covid-19

Apr 4th, 2020 22m 22s

If you haven't done your estate planning (which includes legal documents that allow someone to handle your affairs in the event of an emergency)don't panic; however, now is a really good time to get them done. We talk about remote options and

Episode 15: Coronavirus Resources for Small Business

Apr 3rd, 2020 8m 10s

Merrell and Krystal share what they know about Coronavirus relief for small businesses.

Episode 14: Grief

Mar 24th, 2020 10m

Merrell and Krystal discuss grief, the role of sleep, and things advisors can do for their clients.

Episode 13: The SECURE Act and Your Client's Estate Plan

Mar 9th, 2020 19m 16s

The SECURE Act of 2020 (Setting Every Community Up for Retirement):is changing retirement, and may change how your wealth is distributed;it may require a check-in with your estate planner to adjust your estate plan's language and/or struct

Episode 12: Estate Planning through Beneficiary Designations

Jan 24th, 2020 8m 26s

When is estate planning through beneficiary designations a good idea? Merrell and Krystal discuss the very particular situations and criteria that makes this a safe estate planning tool.

Episode 11: Planned Giving, Gift Tax Limits and Other Options

Dec 24th, 2019 13m 46s

Merrell and Krystal discuss gift tax limits (currently $15k in 2019), how spouses can combine their limits, and other gifts that won't count toward that limit and may be better options.

Episode 10: Gifting DNA Testing

Dec 9th, 2019 11m 13s

Thinking about doing some DNA testing for fun this holiday season? What if you find new relatives - or if they find you? How does that impact your estate plan? How can you take ownership of, and control, your test results?

Episode 9: When Your Client Doesn't Want What's in Their Best Interests

Nov 14th, 2019 9m 12s

Episode 9: When Your Client Doesn't Want What's in Their Best Interests by Tax Boss

Episode 8: Death & Dignity

Oct 17th, 2019 15m 5s

Merrell and Krystal discuss Death with Dignity statutes and how they approach these situations as estate planners. What pressures exist for the elderly? What about considerations for young adults trying to make this decision?

Episode 1: Who Is My Client

Jul 8th, 2019 19m 35s

In this episode of Tax Boss, we discuss the age-old question, "Who Is My Client," and when a bunch of people show up, how do you know who to throw out of the room?

Episode 2: Death

Jul 8th, 2019 11m 54s

In this episode of Tax Boss, we discuss the death of a client and information necessary to complete funeral home paperwork.

Episode 3: Do-Not-Resucitate

Jul 8th, 2019 24m 37s

In this episode of Tax Boss we discuss DNR orders, physicians orders for life-saving treatment, healthcare surrogates, living wills, and the difference between all of them.