Technical Corner

We are asking for your name and email for a couple of reasons; hopefully not the reasons you might anticipate. We will absolutely never sell/replicate/forward your name and email to anyone for any reason. Instead, we are interested in knowing who you are for, what we believe, are some good reasons:

1. We simply would like to get a little better handle on how many taxpayers are out there at least giving SEPP plans serious thought. We figure if you ask for the guide, you should be semi-serious. It's going to be 83 pages of fun.
2. Tax code changes in this arena are rare as they only arrive by Congressional action. Conversely, the real operative rules in SEPP land are not cast in stone; instead it might be more akin to a Florida swamp. Our job is keep on top of this changing landscape by careful study of numerous IRS publications. When something significant happens, we would like to let you know — usually with periodic press releases and our accompanying thoughts. If you would rather not receive this information, let us know and we won't send it.