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Tag Archives: bank accounts
IRS Chief Counsel Advises IRS Agent Not to Request Taxpayer E-Mail Contents From ISP
In IRS Chief Counsel Advice 201141017, an IRS agent tried to obtain a taxpayer’s e–mail contents from the taxpayer’s Internet Service Provider (ISP) without a warrant. The taxpayer’s ISP refused the IRS agent’s request, citing provisions of the Stored Communications … Continue reading
Posted in E-mail
Tagged accessing, accounts, bank accounts, death, decedent, died, e-mail, estate planning, irs, jim lamm, privacy, tax returns
Comments Off on IRS Chief Counsel Advises IRS Agent Not to Request Taxpayer E-Mail Contents From ISP
Identity Fraud Dropped 28% in 2010
According to the 2011 Identity Fraud Survey Report released on February 8, 2011, by Javelin Strategy & Research, identity fraud dropped by 28% in 2010. In terms of the number of identity fraud incidents, that’s a drop of about three million … Continue reading
Posted in Financial Accounts, General, Social Networking Accounts
Tagged bank accounts, death, decedent, died, estate planning, financial accounts, identity fraud, incapacity, jim lamm
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Estate Planning for Online and Electronic Financial Accounts
After obtaining access to a person’s e–mail accounts and U.S Mail deliveries, another important step in dealing with the person’s incapacity or death is to locate information about the person’s financial world. In the digital world, Intuit’s Quicken and Microsoft’s … Continue reading
Posted in Financial Accounts
Tagged bank accounts, death, decedent, died, estate planning, financial accounts, jim lamm, online accounts, tax returns
Comments Off on Estate Planning for Online and Electronic Financial Accounts
