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What is considered a 'small' estate? Are medical debts inherited?

Hi John, I'm new in the business and my husband and I filed our LLC through TB. Now, I want to file for our BOIR to save money instead of doing it through TB. Can we still file for it or should we have the third-party do it for us since they file our LLC in our state on behalf of us? Thanks

Should we use a SS# for single member pass through as filed on tax returns or the EIN?

My father passed away in March here it's September, and the estate can not get closed out until the final tax return is done . Well, I did his 23 taxes, but they want 24 taxes. Well, SS will not send W2, and the company where he drew a pension said they can't send out w2 or 1099 till January. The Probate Court needs proof. How can you do taxes without W2 or 1099 . I'm at loss ?? I'm the executer of the estate also

Thank you for this video. I attempted to submit BOIR for my company using the “File Online BOIR” option. During the first attempt, I encountered a runtime error and did not receive a confirmation. When I tried to resubmit, I received the error code SBE02, indicating that the initial BOIR had already been filed. I do not have confirmation of the initial submission, only a Submission Tracking ID for the second attempt. Question: How should I proceed to verify whether my initial BOIR was successfully submitted and resolve the SBE02 error?

I need to apply for 4 FinCen Id numbers for the 4 beneficial owners at my company, I am the company applicant?

Ty for the perfect information I needed.❤

Can a grantor who is a Florida resident that also owns real estate in Ohio create a spendthrift trust for the Ohio heir while other heir who is also a Florida resident remain in a revocable trust?

In Florida grandmother passed 24 years ago but found a 6K insurance policy. Now to claim it I am supposed to know if the funeral and hospital were paid off….that seems impossible 24 years later. She had no will.

Thank you!! This was very helpful.

Thank you so much!

Thanks! Took us less than 5 minutes to file, but doubts remain. Compliance keeps the honest folks honest, but will the BOI actually STOP the fraudsters, shell grifters, organized criminals, money launderers, tax dodgers, illegal corruption, drug traffickers, terrorism, etc, which harms ALL everyday hardworking American Citizens?

These clowns need more ideas on what to pass legislature on. I can give them about 100 ideas that would actually help Americans.

Guardianship is EVIL. no one wants their rights removed forever. Anyone starting this is evil.

Thank You !

How do I report an overpayment of estimated taxes for a grantor trust? Will I still need a 1041 or just a 1040 since it is a grantor trust?

Do you provide consulting services that can help for non resident us stock investors to avoid estate taxes ?

I just started my own LLC I am honestly really lost with all of this I just got a letter to get a FINCEN ID so where do I even begin?

This is great channel how does it not have more views? Thanks man, studying for an equity and trust exam and needed this explanation. :)

Thank you for the valuable information. I think your information will be of great help. However, in my case, there is an inc. headquartered in Japan and an inc. in California, and of course, 100% of the shares are owned by the head office in Japan. How should I report this case?

The lawyer that filed our LLC paperwork has not responded to repeated requests for his, or his firms FINCEN ID (or other information) so I can complete Part II - Company Applicant Information. I tried to complete as much information as I have about the lawyer and his firm, but I do not have an “identifying document image” to attached (#33 on the form). Any thoughts on what I can do if the “Company Applicant” will not provide their information?

Hello, my son would like to appoint me as the guardian over his minor daughter in case of death or incapacitated. They reside in Texas. Is the Declaration of Appointment of a Minor the only thing he needs? Should this be filed with the court?

Hello sir, I am from India & my CPA exam just got over, during the curriculum I enjoyed Regulation(Taxation) the most ,so I researched a lot to make my full time carrier on that. I would love to hear from you - appearing a good Law school in US through GRE/LSAT will be a good step to take or not. Please solicite a line in reply.

Thanks for the video. I'm a US citizen and my wife is a Japanese citizen. I'm going to follow your link and hope it gets me going on the right track.

I am a beneficiary and the the executor has double in profits and I have nothing is that legal?

Sounds like a law that was passed by big business that doesn’t apply to them. What a surprise

Can I claim my parents money after 16 years?

Working out of Travis County

My father passed a year ago he didn’t have a will His wife has dementia her son is moving things around without consulting the other siblings

My question is if an LLC that provides management services, employs more than 20, has a revenue over $5M on its most recent tax return, and has an operating presence in the United States, can it be considered exempt from the report since it is a large operating company?

As a minority owner, how do I find out if our CPA has reported to FinCin?

Do each shareholder have to file separate report?

The recent lawsuit has stop it for one small buisness alliance. They are moving forward to expand the win. Id wait to the end of the year and see if this over reach is tossed out

Very thorough and easy to follow. Many other videos did not do a good job of explaining the "Company Applicant" for LLC's filed after Jan 1 2024. Thank you for explaining!

There is no way to "find" accounts if you don't know where to look, which I think is complete bullshit because when someone dies it's reported to the government and the bank gets notified, and they don't reach out in any way shape or form. They're perfectly content to let the money sit there as they make % off it every year. They don't *want* it to be found.

If 3 people own a business equally 3 ways, (so more than 25%) does only one person fill it out for the company or do all 3 need to fill one out for the company??

Great instruction for lawyers in an overview style. Both are experts.

Is there a step-up in basis for U.S.-situs assets upon death, even when no estate tax is payable (due to a Treaty exemption).

I filled this out but forgot to download the confirmation page. Is there a way to get back to that point? I’m driving myself nuts since I don’t have the document. Can I just redo the form?

Sounds unconstitutional to me, congress is overstepping their authority.

Does the basis step up to the FMV on the date gifted to irrevocable trust? When you mention passing through estate does that expose the asset to creditors?

Hi. I have filled the form for my 2 LLC, I can tell you I have tried for the last 4 weeks to remit the forms from different computers thinking that mine does not have the capability, but I have not been successful. I checked google to see if other people have the same problems and there are tons of complaints with the same problems as mine. What am I doing wrong?

Does a survivor spouse personal brokerage account get a step up basis on the death of a spouse in California?

So upon death of my husband for me the spouse what form or how is the step up basis reported to the IRS I still need to do this on a business sale of the same year

Unfortunately, UNFORTUNATELY HAVE YOU TRIED LEGAL AID YES! NO LEGAL AID SMOKE AND MIRRORS BAR ASSICIATION WOOD COUNTY BAR DOESNT PROVIDE COUNSEL EITHER EVERY COUNSEL WANTS 2000 PLUS TO EVEN LOOK AT THIS CASE I JUST WANT MY HALF OF MY FATHER'S ESTATE PROBATE MATTERS, NEITHER DOES THE

My Sister's Personal Attorney for my Father's Estate, used my sister to coerce threaten me blackmail me into agreeing by way of fiduciary agreement after my sister 4months earlier had concealed, took ownership hidden 2 2010 vehicles cash, jewelry, club cadet zero turn mower, retirement, bank accounts, after sister's thefts and concealment of my Father's Assets/real property she by way of theft /fraud threatened blackmailed me to sign holding my foodstamp card hostage threatening me I won't get any food either unless I sign fiduciary agreement to COVER UP HER THEFTS OF MY FATHER'S ASSETS WHO (DIED INTESTATE) NO WILL. Thereafter, four months later she assaulted me at her house when I questioned her attacked me with a weapon a metal mop pole threatening to kill me you m/frrr!$$%% she called police I was arrested burgulary abduction charges filed one sided investigation by her friends on police whose station is 1mile from her home. Those charges were dismissed I was released by Judge case dismissed so I thought. W/out prejudice meaning she could if she had additional facts evidence she could refile. Noting she held a funeral bragged she was getting everything when my mother also died INTESTATE. SHE DELIBERATELY HAD NOT INFORMED, FEAR SHE IT WOULD COST HER MORE MONEY, AND SHE WOULD HAVE TO SPLIT ESTATE WITH THE ONLY OTHER HEIR ME HER BROTHER. HAD ME ARRESTED THEN AS WELL I WAS CHARGED WITH MENACING FOR INQUIRING WHY SHE WOULDNT TELL ME ABOUT MOM'S DEATH? AGAIN AFTER HER THREATS GETTING ME TO SIGN HER ATTORNIES FIDUCIARY AGREEMENT COVER UP HER THEFTS, SHE AGAIN HAD ME ARRESTED. UPON RELEASE DISMISSAL OF HER CHARGES A PATTERN HERE, FOR GAIN OF DEATH BENIFITS, UPON MY RELEASE I CALLED ADRAY HER ATTORNEY TOLD HIM HE'S FIRED I DON'T AGREE AND I WILL BE SEEKING MY OWN COUNSEL. That attorney WOOD COUNTY, OHIO NAME JAMES ADRAY USED PERRYSBURG TWNSHIP IN ATTEMPT AFTER I TOLD HIM HE WAS FIRED ATTEMPTED TO HAVE ME ARRESTED TOLD THEM AS OFFICER OF THE COURT HE WANTED ME ARRESTED FELT THREATENED SOME HOGWASH TWICE THEY THREW ME IN JAIL TO GET ME OUTTA THE WAY SO THEY COULD TAKE PROPERTY CARS, REAL PROPERTY BELONGING TO MY FATHER'S ESTATE. I WENT TO HOSPITAL AFTER CALL EMOTIONALLY UPSET, AND WAS TOLD BY SECURITY GAURD WHO WAS SITTING IN A LAZY BOY RECLINER WATCHING OHIO STATE CLEMSON NATIONAL CHAMPIONSHIP GAME THAT OH NO TROY STOLL IS NOT COMING INTO HOSPITAL MESSING UP HIS GAME HE WAS HERE A WEEK AGO DISCHARGED. I HAD WAITED 2.5 HOURS IN WAITING ROOM WAITING TO BE ADMITTED DR. ADMITTED ME I ASKED SECURITY GAURD AT MERCY HOSPITAL OREGON OHIO IF HE WAS A DOCTOR? BECAUSE I GOT A BAND ON MY WRIST SAYING I HAVE BEEN AUTHORIZED TO BE ADMITTED. HE SAID SMART ASS TOO , WELL YOUR NOT BEING ADMITTED ATTACKED ME TRIED CHOKING AND STUFFING ME INTO THE SAME CHAIR HE WAS ON THE CLOCK KICKED BACK IN WATCHING THE GAME, ASSAULTED ME SUBSEQUENTLY ONCE AGAIN I WAS ARRESTED MENACING CHARGES FILED AGAINST ME. I SAT IN LUCAS COUNTY JAIL AWAITING TRIAL. MY SISTER'S PROBATE ATTORNEY, WHO OBVIOUSLY AS EVIDENCED BY HIS OWN ACTION CALLING P-BURG TWBSHP. POLICE TO HAVE ME ARRESTED AFTER SISTER'S SECOND ATTEMPT FILE BOGUS CHARGES ON ME HAD FAILED ADRAY'S ATTEMPT TO HAVE ME ARRESTED FAILED AFTER I FIRED HIM TOLD HIM I AM NOT IN AGREEMENT WITH HIM OR MY SISTER BEING APPOINTED TO OVERSEE MY FATHER'S ESTATE, ESPECIALLY SINCE TWICE I WAS DELIBERATELY DENIED PAYING MY LAST RESPECTS TO MY MOTHER NOW MY FATHER. SISTER CONCEALMENT HIDDEN PROPERTY THEFT OF ASSETS BELONGING TO MY FATHER'S ESTATE. ADRAY LIED TO WOOD COUNTY PROBATE JUDGE, APPLIED LETTERS OF AUTHORITY APP. ON JAN 7, 2020 MY DADS DEATH WAS AUG. 2019. SISTER ALREADY STOLEN HIDDEN EVERYTHING AT HER SON'S JUSTIN VANDYKES WALBRIDGE,OH. ADRAY ADVISED MY SISTER SINCE HIS ATTEMPT FAILED HER ATTEMPT TO HAVE ME ARRESTED TO GET ME OUTTA THE WAY FROM WHISTLE BLOWING THEIR THEFTS MANIPULATION OF MY FATHERS ESTATE IM A RIGHTFUL HEIR 50/50 SPLIT. ADRAY FAILED TO DISCLOSE TO THE WOOD COUNTY, OHIO PROBATE COURT JUDGE ON APPLICATION THE ONGOING CONFLICT OF INTEREST, THEFTS OF VEHICLES, HIDING THEM SELLING THEM TRANSFERING TITLES OUT OF STATE FOR PERSONAL GAIN, ASKED DESPITE CRIMINAL CHARGES PENDING HIS/HER ATTEMPTS TO HAVE ME ARRESTED ASKED TO BE PROBATE LAWYER OVER MY FATHER'S ESTATE, HAVING MY SISTER APPOINTED FIDUCIARY. DESPITE HER ONGOING ATTEMPTS TO FILE CRIMINAL CHARGES, ASSAULT OF ME TO COVER UP HER THEFTS, ADRAY WAS APPOINTED BECAUSE HE LIED FAILED DISCLOSE ONGOING CONFLICTS OF INTEREST AND OHIO RULES OF CONDUCT SUPREME COURT OF OHIO ARE CLEAR RULES OF CONDUCT 1.7 STATES HE CANNOT APPLY ONGOING CONFLICT OF INTEREST REPRESENT TWO PEOPLE OPPOSED TO EACH OTHER AND PENDING CHARGES CIVIL/CRIMINAL HER ATTORNEY AND MY SISTER BY LAW ARE BARRED BY LAW FROM BEING APPOINTED BUT THEY WERE APPOINTED BY WAY OF FRAUD/THEFT FAILURE TO DISCLOSE FOR GAIN CONTROL OVER MY FATHER'S ESTATE. TO FURTHER SUPPORT EVIDENCE ADRAY ATTEMPTED AND FILED AN FIDUCIARY INVENTORY OF DISBURSEMENT CLAIMING ONE 2010 PT CRUISER (ALREADY STOLEN TITLE TRANSFERED OUT OF STATE SOLD) ADRAY PERJURED HIMSELF STATED HE JAMES ADRAY PERJURED HIMSELF IN WRITING HIS FIDUCIARY INVENTORY SUBMITTED TO THE COURT ADRAY CLAIMED IN WRITING: DISBURSED SAID VEHICLE TO ME PURSUANT TO THE WILL ) NEWSFLASH!!! THATS PERJURY WHEN THERE IS NO WILL AND THE VEHICLES WERE STOLEN BY MY SISTER HIDDEN AT HER SON'S HOUSE THAT INFORMATION PURSUANT TO THE WILL IS JAMES ADRAY'S ATTEMPT TO MANIPULATE THE JUDGE TO RUBBER STAMP HIS INVENTORY OF FIDUCIARY DISBURSEMENT AS IF ADRAY IS FOLLOWING A WILL STAMP IT JUDGE SO TO HIDE THE THEFTS OF PROPERTY 2 VEHICLES SOLD WITHOUT AUTHORIZATION BY THE COURT 2 VEHICLES (OH I DISBURSED THEM JUDGE PURSUANT TO THE WILL) THATS PERJURY!!! IN WRITING I GOT SEVERE BRAIN ATROPHY MENTAL INJURY I CAN SEE A BOLD FACE LIE WHEN ITS RIGHT THERE INVENTORY BLACK AND WHITE! I CALLED BMV THEY SAID THAT VEHICLE WAS SOLD OUT OF STATE TITLE TRANSFERED OUT OF STATE SO I OBJECTED TO THE INVENTORY I OBJECT TO THIS CLOWN BEING APPOINTED TO REPRESENT MY FATHERS ESTATE HE HAD NO BUSINESS BEING APPOINTED BUT FOR HIS FAILURE TO DISCLOSE TO COURT I FIRED HIM I WAS NOT IN AGREEMENT FIDUCUARY AGREEMENT OR NO AGREEMENT THEFTS AND HIDING VEHICLES THEN AFTER THEFTS, SELLING THEM IS CRIMINAL!!! CHARGES HIS CLIENT TRUDE JURSKI PERPATRAITED ON MY FATHER'S ESTATE WHERE THERE WAS (NO WILL) I AM TRAUMATIC BRAIN INJURED IM NOT GONNA ALLOW THEFTS, HER OR HIS APPOINTMENT, AS FIDUCIARY. JUDGE RIGHTFULLY ORDERED AN EVIDENTIARY HEARING DUE TO

Figures effing Dems are so Hammer and Sickle.

I have not heard from you about my deceased husband

When will I receive life insurance from my deceased husband

Great video, but why are you inclined to preface Alabama's Supreme Court as an entity that would rule favorably for the plaintiffs against the CTA?