Strohmeyer Law PLLC
Strohmeyer Law PLLC
  • Видео 169
  • Просмотров 191 690
Who Is In Charge of Your Estate?
When someone passes away, one big question to answer is "who is in charge?" When you plan your estate, you'll pick your agents under your powers of attorney, executors, trustees, and guardians. It's important to pick the right people to assist you!.
Subscribe for more insights and tips!
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Strohmeyer Law is a law firm based in Houston, Texas, specializing in tax law, estate planning, and probate law.
Nothing in this video is specific legal advice for you. Watching or commenting on this video doesn't create an attorney-client relationship.
🔗 For more information, visit: www.strohmeyerlaw.com
Просмотров: 74

Видео

Estate Planning: Can your family find your stuff?
Просмотров 1522 месяца назад
At first gasp (and while preparing for your last), estate planning seems pretty simple. Make a list of your stuff. Then decide who gets it. Boom, you’re done. Time to party! 🥳 But wait. Once you’re no longer partying in the mortal realm, how will your loved ones know WHERE all your stuff is, or how to find it? In this video, will help you get over the hurdle of creating a list to help your fami...
Grantor Trust Taxation: What Does It Mean?
Просмотров 2213 месяца назад
Trust can be very confusing, and they can get even more confusing when you start talking about how they pay income tax. There are options for trust to be treated as separate taxpayers, but one of the best ways to leverage a gift to someone else is to have the trust tax as a grantor trust. This video will discuss the ramifications and what needs to happen if someone other than the trustee is res...
Getting Quiet Acceptance of Your Appraisals
Просмотров 874 месяца назад
We're joined by Evan Levine and Nainesh Shah to discuss appraisals. Many times, the key to getting a good result, whether with the IRS or in a business deal, starts with having an appraisal that everyone can rely on. What we're looking to achieve is "quiet acceptance" having the other side realize that you've done your work and they don't have any questions about how you achieved your valuation...
Corporate Transparency Act (CTA) Declared Unconstitutional!
Просмотров 9985 месяцев назад
On March 1, 2024, a federal district court in the Northern District of Alabama entered a final declaratory judgment, and ruled that the Corporate Transparency Act (CTA) exceeds the limits on Congress’s power provided under Article I of the Constitution. Further, the court enjoined the Department of the Treasury and FinCEN from enforcing the Corporate Transparency Act against the plaintiffs. The...
How should Series LLCs report under the Corporate Transparency Act?
Просмотров 5766 месяцев назад
Protected Series (pre-June 1, 2022) • Each series was only created by a resolution and probably by filing a DBA with the Secretary of State. As a result, the each series seems to be just a different name for the original entity that was filed with the Secretary of State. • So I would default to using a single filing for this type of series, adding each series as a DBA for that entity. • But if ...
Community Property and the Corporate Transparency Act
Просмотров 2756 месяцев назад
If the interest is community property, then I would attribute the entire interest to the other spouse as “Joint ownership with one or more other persons of an undivided interest in such ownership interest” under 31 C.F.R. § 1010.380(d)(2)(ii)(A). I would not proportionately reduce the interest by 50% because it’s owned by both spouses as community property. When the interest is owned jointly, t...
Reporting Corporate Trustees of Reporting Companies for the Corporate Transparency Act
Просмотров 2136 месяцев назад
If the trustee of a trust that owns an reporting company is an entity, do we trace back to the individuals that are the trustee’s beneficial owners? Beneficial Owners are only individuals, so unless that entity is exempt, you always trace up to the entities owners. When a trust is involved, even if the trustee is an entity, you must report all individuals with Substantial Control AND analyze gr...
Tax-Exempt Entities and the Corporate Transparency Act
Просмотров 2586 месяцев назад
Tax-exempt entities are exempt from reporting under the Corporate Transparency Act, but there are some requirements to be exempt. Which entities? An entity defined under IRC § 501(c) (determined without regard to IRC § 508(a)) and exempt from tax under IRC § 501(a). They remain an exempt entity for 180 days after losing exempt status, giving it 210 days to report. Churches should be automatical...
Who is the Company Applicant for the Corporate Transparency Act?
Просмотров 5696 месяцев назад
For the Corporate Transparency Act, the Company Applicant is an individual who is responsible for the creation of a reporting company through the filing of formation documents, and the individual who directly submits the formation documents. Here are the people it could be. 1. Any individual who files the document creating a domestic Reporting Company with a secretary of state or a similar offi...
When do I need to file an updated BOI Report for the Corporate Transparency Act?
Просмотров 2396 месяцев назад
What are the deadlines for filing an updated Beneficial Ownership Information Report for the Corporate Transparency Act? While the initial report will be due based on when the entity was formed, an updated report will generally be due within 30 days of any change in previously reported information. Subscribe for more insights and tips! Strohmeyer Law is a law firm based in Houston, Texas, speci...
What if a foreign entity owns a Reporting Company for the Corporate Transparency Act?
Просмотров 746 месяцев назад
Not every entity will have owners or people with substantial control who are inside the United states. What should advisors be doing then? Subscribe for more insights and tips! Strohmeyer Law is a law firm based in Houston, Texas, specializing in tax law, estate planning, and probate law. Nothing in this video is specific legal advice for you. Watching or commenting on this video doesn't create...
How can you report multiple tiers of entity ownership for the Corporate Transparency Act?
Просмотров 1546 месяцев назад
Not every entity will be directly owned by individual beneficial owners. What happens when you have multiple tiers of entities owning other entities? Subscribe for more insights and tips! Strohmeyer Law is a law firm based in Houston, Texas, specializing in tax law, estate planning, and probate law. Nothing in this video is specific legal advice for you. Watching or commenting on this video doe...
Trustees, Grantors, and Trust Beneficiaries and the Corporate Transparency Act
Просмотров 3226 месяцев назад
A Reporting Company will potentially report trustees, trust grantors, and trust beneficiaries as Beneficial Owners (as well as those with Substantial Control over the Reporting Company). If a trust is involved with a Reporting Company but not a Reporting Company, then the Regulations identify five (non-exhaustive) situations that will trigger Beneficial Owners status. a. A trustee of the trust ...
What happens if a Reporting Company is later exempt from the Corporate Transparency Act?
Просмотров 1016 месяцев назад
An entity that was initially required to report under the Corporate Transparency Act may later qualify for an exemption. What should you do if that happens? Subscribe for more insights and tips! Strohmeyer Law is a law firm based in Houston, Texas, specializing in tax law, estate planning, and probate law. Nothing in this video is specific legal advice for you. Watching or commenting on this vi...
Who are the Beneficial Owners of a Trust for the Corporate Transparency Act?
Просмотров 7186 месяцев назад
Who are the Beneficial Owners of a Trust for the Corporate Transparency Act?
Is a Trust a Reporting Company for the Corporate Transparency Act?
Просмотров 2426 месяцев назад
Is a Trust a Reporting Company for the Corporate Transparency Act?
Getting a FinCEN ID for Individuals and Entities
Просмотров 2,3 тыс.6 месяцев назад
Getting a FinCEN ID for Individuals and Entities
What Is a Power of Appointment in Trust Law?
Просмотров 1,2 тыс.6 месяцев назад
What Is a Power of Appointment in Trust Law?
Corporate Transparency Act: How to Get a FinCEN Identifier Number (Audio Enhanced)
Просмотров 1,4 тыс.7 месяцев назад
Corporate Transparency Act: How to Get a FinCEN Identifier Number (Audio Enhanced)
Corporate Transparency Act: How to File Beneficial Ownership Information Report (Audio Enhanced)
Просмотров 3,2 тыс.7 месяцев назад
Corporate Transparency Act: How to File Beneficial Ownership Information Report (Audio Enhanced)
Corporate Transparency Act: Who Does What?
Просмотров 5277 месяцев назад
Corporate Transparency Act: Who Does What?
Corporate Transparency Act: How to File Beneficial Ownership Information Report (BOIR)
Просмотров 29 тыс.8 месяцев назад
Corporate Transparency Act: How to File Beneficial Ownership Information Report (BOIR)
Corporate Transparency Act: How to Get a FinCEN Identifier Number
Просмотров 5 тыс.8 месяцев назад
Corporate Transparency Act: How to Get a FinCEN Identifier Number
FinCEN’s Corporate Transparency Act "What You Need to Know” Webinar
Просмотров 1,3 тыс.8 месяцев назад
FinCEN’s Corporate Transparency Act "What You Need to Know” Webinar
Maximizing Your Irrevocable Gifting Trust: Year-End Tips and Strategies
Просмотров 2639 месяцев назад
Maximizing Your Irrevocable Gifting Trust: Year-End Tips and Strategies
Don't panic! Here's what to do if you get a letter from the IRS.
Просмотров 23910 месяцев назад
Don't panic! Here's what to do if you get a letter from the IRS.
What Are the Estate Tax Implications for Non-U.S. citizens?
Просмотров 40811 месяцев назад
What Are the Estate Tax Implications for Non-U.S. citizens?
What Business Owners Need to Know About Trademarks - NUB Ep. 33 w/ Jim Hart
Просмотров 4911 месяцев назад
What Business Owners Need to Know About Trademarks - NUB Ep. 33 w/ Jim Hart
Reducing Estate Tax with Charitable Donations: What You Need to Know
Просмотров 18811 месяцев назад
Reducing Estate Tax with Charitable Donations: What You Need to Know

Комментарии

  • @HeatherS-n2c
    @HeatherS-n2c 12 часов назад

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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 2 часа назад

      Why wouldn’t you use the EIN?

    • @HeatherS-n2c
      @HeatherS-n2c 2 часа назад

      @@strohmeyerlawpllc taxes are filed with the social was not sure if that mattered

  • @taters7359
    @taters7359 14 часов назад

    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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 2 часа назад

      You can’t do his 2024 taxes until 2024 is over. The employer won’t send W-2’s until January, and the IRS won’t accept returns for any year until that year has ended.

  • @creative-explorer
    @creative-explorer День назад

    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?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 13 часов назад

      Yikes-I have not heard of this specific situation. Also make sure that you’re working with your own advisors because based on this situation, we can’t help you specifically through RUclips comments. I don’t have any specific things that I know will work. You may want to consider using the update previous report option to file something that confirms the prior information. Whatever you do, keep all the information and records that you have showing that you filed things so that if there’s ever a question you can show that you did attempt to file.

  • @vivianmurray9646
    @vivianmurray9646 День назад

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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc День назад

      We cannot give specific advice here. You’ll need to work with your own advisors to get a specific answer for your situation. From FAQ E.1. company applicants are up to two individuals: 1.The individual who directly files the document that creates or registers the company; and 2. If more than one person is involved in the filing, the individual who is primarily responsible for directing or controlling the filing.

  • @SweeteaNgrace
    @SweeteaNgrace 3 дня назад

    Ty for the perfect information I needed.❤

  • @scottwolf13780
    @scottwolf13780 7 дней назад

    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?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 6 дней назад

      This could be done-you’ll need to work with your own advisors in Florida and Ohio to ensure that everything works for all beneficiaries.

  • @doreenlong2877
    @doreenlong2877 7 дней назад

    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.

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 7 дней назад

      Yikes. After this long, it seems reasonable to assume they have been paid. Make sure you talk with someone licensed in Florida about your situation.

  • @lauraiacofano3109
    @lauraiacofano3109 8 дней назад

    Thank you!! This was very helpful.

  • @juantenam
    @juantenam 10 дней назад

    Thank you so much!

  • @peterwolff9864
    @peterwolff9864 11 дней назад

    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?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 10 дней назад

      Your question is a valid one, and not one I can answer. I will say that these are essentially the same requirements that must be complied with when opening a bank or other financial account in the USA.

  • @jhofer1013
    @jhofer1013 16 дней назад

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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 14 дней назад

      Even if they had the ideas, there's no guarantee they'd do anything productive.

  • @ssw7282
    @ssw7282 18 дней назад

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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 17 дней назад

      I disagree-it’s needed when the ward is incapacitated and can’t care for themselves. Nobody *wants* a guardian to be appointed, and I didn’t want to serve as guardian, but my father needed that protection so he could get the care he needed.

    • @ssw7282
      @ssw7282 17 дней назад

      @@strohmeyerlawpllc Did you have POA? If not could one have been created according to the statute by a GAL or visitor? Least restrictive options are required by law. Guardianship is the MOST restrictive.

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 17 дней назад

      My father was making self-destructive decisions thinking they were correct. We could see him being financially abused by scammers. POAs were ineffective because he would not agree to them.

  • @LJ-jq8og
    @LJ-jq8og 21 день назад

    Thank You !

  • @truthbetoldministries8883
    @truthbetoldministries8883 Месяц назад

    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?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc Месяц назад

      Unfortunately, we can’t give specific advice on this channel. You should work with a professional tax preparer who is familiar with your specific circumstances to file the appropriate returns.

  • @SG-tz7jj
    @SG-tz7jj Месяц назад

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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc Месяц назад

      Yes, you can reach out through the website to get started.

  • @AzucenaRodriguez-h6o
    @AzucenaRodriguez-h6o Месяц назад

    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?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc Месяц назад

      FinCEN has put out a small business guide on its website that you can use to help guide you through the process. If you need additional guidance, ask your tax professional who will assist you with the tax returns for the new LLC.

  • @patrickbyrne9971
    @patrickbyrne9971 Месяц назад

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

  • @Helloo0oo-k
    @Helloo0oo-k Месяц назад

    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?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc Месяц назад

      You’ll need to work with your own advisors to determine the beneficial owners of the California company, which will likely require determining the beneficial owners of the Japanese company.

  • @tinytwenty3335
    @tinytwenty3335 Месяц назад

    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?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc Месяц назад

      That’s very frustrating to hear, and I don’t have a good answer for you. FinCEN does not have a process to allow for “missing” information like that, so you’ll need to get the information from that firm. You may need to physically go to their office.

  • @trinettaanderson5476
    @trinettaanderson5476 Месяц назад

    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?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc Месяц назад

      It can be done with that form, and that does not get filed with the court until it is needed as part of the process to appoint a guardian once one is needed. Because everyone’s situation is unique, you’ll need to discuss your circumstances with your own advisor to make sure you don’t miss something.

  • @diptangshudey4637
    @diptangshudey4637 Месяц назад

    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.

    • @strohmeyerlawpllc
      @strohmeyerlawpllc Месяц назад

      Congratulations and good luck! Getting a law degree isn’t required if you want to work in tax, and it’s a lot of work.

  • @randylabotte
    @randylabotte 2 месяца назад

    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.

  • @tabathaclinton1329
    @tabathaclinton1329 2 месяца назад

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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 2 месяца назад

      Unfortunately, I can’t give you a good answer based on this. You’ll need to work with your own advisor who is familiar with your specific situation.

  • @piffpete420
    @piffpete420 2 месяца назад

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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 2 месяца назад

      The exceptions are generally granted to businesses that have some sort of government license. So while it’s possible big businesses didn’t want this to apply to them, the reality is that they are already subject too much higher scrutiny that the CTA would duplicate.

  • @lorrainemhlongo5308
    @lorrainemhlongo5308 2 месяца назад

    Can I claim my parents money after 16 years?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 2 месяца назад

      Possibly. You’ll need to talk with your own advisors about your specific situation.

  • @tabathaclinton1329
    @tabathaclinton1329 2 месяца назад

    Working out of Travis County

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 2 месяца назад

      I’m sorry-I don’t understand your comment.

  • @rhondajackson5837
    @rhondajackson5837 2 месяца назад

    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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 2 месяца назад

      I’m sorry to hear that. If her son is taking things he’s not entitled to, you’ll need to get your own advisor to protect yourself.

  • @amrelsayed3403
    @amrelsayed3403 2 месяца назад

    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?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 2 месяца назад

      It could be exempt, and you’ll need to work with your own advisors to make that determination.

  • @denisecorbisiero5177
    @denisecorbisiero5177 2 месяца назад

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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 2 месяца назад

      Have you reached out to the CPA directly? They should have a record of the filing if they did it.

  • @funnyface4743
    @funnyface4743 2 месяца назад

    Do each shareholder have to file separate report?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 2 месяца назад

      No, BOI reports are filed by the Reporting Company to report all of the Beneficial Owners for that entity. Individuals do not file their own reports.

  • @joehighsmith2951
    @joehighsmith2951 2 месяца назад

    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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 2 месяца назад

      I understand the sentiment, but we’re unlikely to get a decision from the Supreme Court by the end of the year. Even if held unconstitutional, the banks and financial institutions will likely be requiring the documents to be submitted to open an entity account.

  • @teejoe0419
    @teejoe0419 2 месяца назад

    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!

  • @DrBjamin
    @DrBjamin 3 месяца назад

    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.

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 2 месяца назад

      This is why it’s important to have a good list of all of your assets so they don’t get lost when you pass away. The biggest problem we have in probate is finding everything because people thought it would be simple to wrap up. Instead, they’ve sent their family on a treasure hunt with no map.

  • @CircX
    @CircX 3 месяца назад

    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??

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      There is only one report for the company, which should list all the Beneficial Owners of the company. Individuals should not file separate reports.

  • @Cornelldsc
    @Cornelldsc 3 месяца назад

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

  • @brco2003
    @brco2003 3 месяца назад

    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).

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      Generally yes, and you’ll need to work with your own advisors for an answer on your specific situation

  • @Brayden-uw8vr
    @Brayden-uw8vr 3 месяца назад

    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?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      Unfortunately, I don’t know of any way to regenerate the transaction report if you didn’t save it when they provided it to you.

  • @davehammond9796
    @davehammond9796 3 месяца назад

    Sounds unconstitutional to me, congress is overstepping their authority.

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      So far, one district court in Alabama has agreed with you. Ultimately the Supreme Court will weigh in on this. But the requirements that the banks confirm who the beneficial owners of these accounts are will likely be constitutional. Time will tell and we shall see what happens.

  • @ocrun6765
    @ocrun6765 3 месяца назад

    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?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      There are ways where assets gifted to an irrevocable trust will get the basis and ways that it will not. You will need to work with your own advisor to determine if assets inside an irrevocable trust will get the step up. The assets must be included in the gross estate for federal estate tax purposes to get the basis step up. It is possible to have assets exposed and not exposed to creditors. Again, you’ll need to work with your own advisor regarding specific situation.

  • @lydialopez1144
    @lydialopez1144 3 месяца назад

    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?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      Unfortunately, I can't tell from your comment what could be wrong. One of the things that I've seen is that if the file name for the scans of the photo ids is too long or has spaces, it can cause issues.

  • @chaileyip2727
    @chaileyip2727 3 месяца назад

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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      It will depend on whether that account is treated as community or separate property. You’ll need to work with your own advisors to determine the correct answer for you and your specific situation.

  • @raggedyann82
    @raggedyann82 3 месяца назад

    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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      You’ll need to work with your own advisers to determine the correct course of action. It depends on too many factors for me to address in a comment and will depend on where you are located.

  • @troyStoll1028
    @troyStoll1028 3 месяца назад

    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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      I think you’ve contacted the wrong firm. This firm does not work in Ohio and has not been involved in any matter there.

  • @troyStoll1028
    @troyStoll1028 3 месяца назад

    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

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      I'm sorry to hear about this, but we cannot assist you. This firm does not work in Ohio and has not been involved in any matter there.

  • @scottparker6399
    @scottparker6399 3 месяца назад

    Figures effing Dems are so Hammer and Sickle.

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      It was passed during the Trump administration with a veto-proof majority. Both sides were involved in this.

  • @ShirleyAlred-fw2zw
    @ShirleyAlred-fw2zw 3 месяца назад

    I have not heard from you about my deceased husband

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      You will need to work with your own advisors on this. I can’t provide advice in a RUclips comment section.

  • @ShirleyAlred-fw2zw
    @ShirleyAlred-fw2zw 3 месяца назад

    When will I receive life insurance from my deceased husband

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      You will need to reach out to the life insurance company and work with your own advisors about this. I cannot provide advice in a RUclips comment section.

  • @misssands3764
    @misssands3764 3 месяца назад

    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?

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      Traditionally, judges appointed to the federal judiciary are chosen by the elected representatives and Senators from that state. So, they tend to reflect the local politics. This is why cases seeking to advance right-wing issues are typically brought in right-leaning states, and cases seeking to advance left-wing issues are typically brought in left-leaning states. If a Plaintiff has options where to bring a case, then they can and should choose where their case is most likely to be successful. Thus, they chose the Federal District Court in Alabama.

  • @JamieMavrakis
    @JamieMavrakis 4 месяца назад

    What if you don't click the existing button. LLC formed afer 1/2024. It then asks for Individuals first and last name? Whose name are they asking for? If more than 1 owner there is no button to add more.

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 3 месяца назад

      If the entity was not formed before 1/1/2024, then you’ll need to report the Company Applicants on that page. If you go to 8:55 in the video, you’ll see a blue button in the top right of the screen to add additional Beneficial Owners.

  • @giocondacoloma9472
    @giocondacoloma9472 4 месяца назад

    I have a question please. I have 3 different LLC. One for each property should I use the same BOI Id I get for the first report OR I have to apply for each one of the companies

    • @strohmeyerlawpllc
      @strohmeyerlawpllc 4 месяца назад

      You’ll need to talk to your own advisor about your particular situation. Generally, each entity will need to report its BOI separately. An entity’s FinCEN Id wouldn’t necessarily be used for another entity’s report.