Lisa Roberts-Mamone

Lisa Roberts-Mamone


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Latest Publications


New IRS Procedure for Issuance of Federal Estate Tax Closing Letters

Effective for all federal estate tax returns filed on or after June 1, 2015, federal estate tax closing letters will be issued only upon request. The process for making a request: Timing – no earlier than four months after...more

11/12/2015 - Estate Tax IRS Tax Returns

Repeated IRS Warnings Haven’t Stopped Telephone Scams

In October 2013, the IRS issued taxpayers a warning about a pervasive telephone scam designed to solicit payments and release of personal information from individuals. The IRS issued a second warning concerning the scam near...more

2/12/2015 - Consumer Complaint System FTC IRS Personally Identifiable Information Scams

Normalizing Prenuptial Planning

Prenuptial planning is a common consideration for clients who are getting married. There are several circumstances where a prenuptial agreement is particularly useful, such as second (or perhaps third) marriage situations,...more

9/20/2013 - Marriage Prenuptial Agreements

Careful Estate Planning Required When Transferring S Corporation Shares to Trusts

S corporation shareholders must be careful not to inadvertently terminate their closely held company’s S election when engaging in estate planning....more

8/19/2013 - Choice of Entity Estate Planning Private Company Shares S-Corporation Stock Options Trusts

Required Updates for Entity-Assigned EINs

On May 3, 2013, the IRS issued final regulations that will require all persons (including trusts and estates) with employer identification numbers (“EIN”) to provide updated information to the IRS in a prescribed manner...more

6/5/2013 - EIN IRS

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