Today, I am working on completing Chapter 4, "Calling a Specialist." It will likely be the shortest chapter in the book. So far, I have written about 12 pages on it. I discuss how a primary care doctor might refer you to a specialist such as a cardiologist. I then explain how your primary tax professional might have the need to use the services of a specialist or refer you to a specialist. In some cases, you may contact the specialist without a referral. I have mentioned the following specialists so far: *Attorney to prepare legal documents *Attorney for litigation of a tax refund claim *Attorney or other Tax Court Bar member (like me) for a case before the Untied States Tax Court *Tax research specialist such as a tax professor *Qualified intermediary for a like-kind exchange *Accountant or financial planner who provides elder care services *Consultant who is an expert on pension plans *Business valuation expert *Insurance agent for health insurance, long-term care insurance, disability income insurance, life insurance, property and casualty insurance, liability insurance, annuities *Appraisers of personal property *Real estate appraisers *Trust companies *Employee benefits administrators *Registered representatives *Registered investment advisors *Financial planners *Cost segregation specialists *Specialists who make requests for private letter rulings *Specialists who make requests under the Freedom of Information Act *Forensic accountants who investigate possible fraud in your business and who look for hidden assets in cases such as divorce *Attorney who knows about taxes and bankruptcy to file bankruptcy petitions *Specialists in state and local tax (SALT) issues
Posted on: Tue, 30 Jul 2013 15:19:32 +0000
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