Videos

In this post, we will be sharing a video featuring Jonathan Mishkin, a trusted expert in tax law and tax controversy, as he discusses the treatment of state tax payments for federal taxes. Jonathan, along with his paralegal Brandi, will provide insights into the recent guidance issued by the IRS on the reporting of certain…

The following is a video of an interview with paralegal Brandi Litteral and attorney Jonathan Mishkin. In this interview, they discuss the recent increase in contribution limits to tax-deferred retirement plans and cost-of-living adjustments for tax year 2023. Brandi: Thanks for joining Jonathan Mishkin, a trusted expert in tax law and tax controversy. I’m your…

The following is a video of an interview with paralegal Brandi Litteral and attorney Jonathan Mishkin. In this interview, they discuss reporting non-employee compensation with the IRS. Video Transcript: Brandi: Thanks for joining Jonathan Mishkin; a trusted expert in tax law and tax controversy.I’m your host and Jonathan’s paralegal, Brandi.Today Jonathan will discuss reporting non-employee…

This is an interview with paralegal Adriana Pedraza and attorney Jonathan Mishkin discussing the new office for the Taxpayer Advocate. They discuss what a Taxpayer Advocate is and how it help the taxpayers.   Video Transcript: Adriana: Thanks for joining Jonathan Mishkin, a trusted expert in tax law and tax controversy. I’m your host and…

The following is a transcript of an interview with paralegal Adriana Pedraza and attorney Jonathan Mishkin. In this interview, they discuss how taxes are calculated on investments with a focus on the wash sale rule. Video Transcript: Adriana: Thanks for joining Jonathan Mishkin, a trusted expert in tax law and tax controversy. I’m your host…

The following is a transcript of an interview with paralegal Adriana Pedraza and attorney Jonathan Mishkin. In this interview, they discuss what taxpayers can do to settle their tax debt with the IRS and the Oregon Department of Revenue. Video Transcript: Adriana: Thanks for joining Jonathan Mishkin, a trusted expert in tax law and tax…

The last quarter of 2021 is a good time to check withholding, especially after changes to individual financial situations Events like changing jobs, marriage, divorce, a new child, or home purchase can all be reasons to adjust withholding. The IRS has a Tax Withholding Estimator online to help taxpayers determine if they have too much…

The following is a transcript of an interview with paralegal Adriana Pedraza and attorney Jonathan Mishkin. In this interview, they discuss proposed changes to the Oregon tax rules. Video Transcript: Adriana: Thanks for joining Jonathan Mishkin, a trusted expert in tax and tax controversy. I’m your host and Jonathan’s paralegal, Adriana Pedraza. Today Jonathan will…

The Bank Secrecy Act requires U.S. persons to file an FBAR if they have: Financial interest in, signature authority or other authority over one or more accounts, such as a bank account, brokerage account, mutual fund or other financial account located outside the United States, and The aggregate value of all foreign financial accounts exceeds…

The following is a transcript of an interview with Heidi Sherman and Jonathan Mishkin. In this interview, they discuss recent changes to tax laws and itemized deductions. Video Transcript: Heidi: Hi, I’m Heidi Sherman with Jill Brittle Family Law Group. And I have with me, Jonathan Mishkin, a tax attorney who manages his own law…