Monthly Archives: November 2015

Bank of America as Trustee v. Commissioner of Revenue: Massachusetts Supreme Judicial Court Will Hear Case in 2016

The Massachusetts Supreme Judicial Court (SJC) will hear the appeal of Bank of America against the Massachusetts Commissioner of Revenue in 2016. The SJC accepted Bank of America’s application for Direct Appellate Review on November 12, 2015. The current docket number is SJC-11995.

Retiring Abroad: The Lure of the Exotic, the Chore of U.S. Tax Compliance

For anyone who has watched the movie “The Best Exotic Marigold Hotel,” the idea of retiring overseas may be tempting. Glamorous locales exist around the world with warm sands, fragrant breezes and stunning sunsets where pensions and retirement savings stretch much further than in the States. Publications like Forbes and ...

Face-to-Face: Best Practice to Visit the IRS in Person

Introduction Speaking to an IRS agent face-to-face can be more efficient than calling an IRS telephone hotline or sending mail to an IRS processing center. I learned the benefit of face-to-face interaction when I visited the IRS office in Boston on November 3, 2015.