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  • Posted in: Tax Talk

    My client recently passed at the age of 96. The only asset in her estate is her home which has a reverse mortgage. The balance owed in the reverse mortgage is $397,184. An appraisal has not yet been done, but the estimated value of the home (which is ...

  • Posted in: Tax Talk

    Thank you. But I still need help to resolve the issue. I do not know how to tell the client to fix or help to do it. Barbara Milligan, EA ATP Milligan Associates Enrolled to Practice before the Internal Revenue Service ...

  • Posted in: Tax Talk

    Sent from my iPad

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