Margaret Dietrich, CPA |
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Margaret joined the firm on November 28, 2007. She has approximately 28 years experience in Public Accounting and is a licensed CPA in Oregon, New Mexico, and North Carolina. She has a Bachelors’ Degree in Business Administration from Portland State University and a J.D. from the University of Oregon. She has experience in tax return preparation, review, and research. She likes working with trusts and estates, as well as closely held businesses. She is a member of the AICPA, OSCPA, and the NMCPA. She is a past president of the Santa Fe Estate Planning Council. When not working, Margaret enjoys art, music, reading, going for walks, hiking, and spending time with friends and family.| < Prev |
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Tax News You Can Use . . .
IRS Rules on written advice have been tightened...
The IRS rules that govern the degree of risk we can legally take when providing you with advice have been tightened.
Originally these rules were designed to deal with traditional tax shelter avoidance schemes and the tax professionals who were advocating their use. The use of these rules now covers any transaction that has a significant purpose of avoiding income taxes.
We wanted to make you aware of these rules so that you understand the IRS’s increased focus on collecting taxes and penalties from those who have, and prepare, aggressive tax returns and use tax avoidance schemes.
