Category: SR Client Questions

SR Client Question: Can adding my child to our Michigan home’s title prevent the property tax value from uncapping when I pass?

If you add your child as a co-owner of real property, he or she won’t get a full step up in basis when it is sold after your passing. Also, there is a risk of re-assessment for real estate taxes...

SR Client Question: Can you collect unemployment pay if you received severance pay?

An individual cannot collect full unemployment benefits if there is severance pay that is allocated, by the employer, to the weeks of unemployment benefits. If there is no specific allocation of the specific weeks of severance pay by the employer,...

SR Client Question: Can partners concurrently be employees?

A partner CANNOT be an employee of the partnership. This conclusion is per the following: a) I.R.S. Revenue Ruling 69-184 (1969-1 CB 256, IRC Sec(s) 3121, b) General Counsel Memorandum 34173, 7/25/1969, IRC Sec(s) 119 c) General Counsel Memorandum 34001,...

Client Question: What should I do if an employee claims a high number of exemptions?

The IRS advises employers to withhold federal income tax based on the allowances claimed on employees' valid Form W-4s, even if the withholding amount seems incorrect. Employers must inform employees that the IRS may review and adjust withholding if deemed...