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Tag: Tax Deductions

Meal & Entertainment: The IRS Auditors “Bread & Butter”

I once worked with an IRS agent who would only make two types of adjustments. He would make UNICAP/inventory adjustments and meal and entertainment adjustments. If either of these items could be adjusted for a tax return, he would adjust them. It didn’t matter what else was listed on the tax return. It did not……

Continue reading Meal & Entertainment: The IRS Auditors “Bread & Butter”
Published September 5, 2020

Unwinding a Stock Sale using the Claim of Right Doctrine

If you sell stock for a large gain in one year, can you later go back and get credit for the tax paid in the earlier year using the claim of right doctrine? Is the claim of right doctrine a mechanism for unwinding a stock sale? The court addresses this in Heiting v. United States,……

Continue reading Unwinding a Stock Sale using the Claim of Right Doctrine
Published January 26, 2020

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