Charles K. Montecino

IRS Statutes of Limitation

IRS Statutes of Limitation

This highly requested presentation will cover the IRS statutes of limitations. The three IRS statute..

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Roth IRA Strategies for 2025 and Beyond: Preparing for the TCJA Expiration

Roth IRA Strategies for 2025 and Beyond: Preparing for the TCJA Expiration

As the Tax Cuts and Jobs Act (TCJA) is set to expire in 2026, Roth strategies are gaining significan..

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Navigating IRS Installment Agreements

Navigating IRS Installment Agreements

Navigating IRS Installment Agreements :  Facing tax debt can feel overwhelming. Fortunately,..

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Taxes 2025-2026: One Big Beautiful Bill Tax Law Changes and How That Impacts You

Taxes 2025-2026: One Big Beautiful Bill Tax Law Changes and How That Impacts You

Taxes 2025-2026: One Big Beautiful Bill Tax Law Changes and How That Impacts You :  Con..

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The Form 8938 Vs FBAR: A Complete Guide For Foreign Tax Compliance

The Form 8938 Vs FBAR: A Complete Guide For Foreign Tax Compliance

The Form 8938 Vs FBAR: A Complete Guide For Foreign Tax Compliance : When it comes to dis..

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The Form 8938 Vs FBAR: A Complete Guide For Foreign Tax Compliance

The Form 8938 Vs FBAR: A Complete Guide For Foreign Tax Compliance

The Form 8938 Vs FBAR: A Complete Guide For Foreign Tax Compliance : When it comes to dis..

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The IRS independent Contractor Test Explained

The IRS independent Contractor Test Explained

The Economic Policy Institute estimates that 10%–15% of employers misclassify at least one..

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The IRS independent Contractor Test Explained

The IRS independent Contractor Test Explained

The Economic Policy Institute estimates that 10%–15% of employers misclassify at least one..

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