Kay Sowa

Kay Sowa

Kay Sowa is a paralegal in the Trusts and Estates Group at Capehart & Scatchard, P.A. She is an IRS Enrolled Agent, an Accredited Estate Planner® as well as a Certified Trust and Financial Advisor. She oversees the trust and estate administration practice for the firm. She is an accomplished author and lecturer who has frequently spoken on behalf of a number of organizations including the National Business Institute and the Institute of Paralegal Education.

Author's Website

Tax Season 2018

The Internal Revenue Service announced that the nation’s tax season will begin Monday, Jan. 29, 2018 and reminded taxpayers claiming certain tax credits that refunds won’t be available before late February. The IRS will begin accepting tax returns on Jan. 29, with nearly 155 million individual tax returns expected to be filed in 2018. The […]

Share

Read More →

Read More →

Ten Tips for Choosing a Tax Preparer

It’s the time of the year when many taxpayers choose a tax preparer to help file a tax return. These taxpayers should choose their tax return preparer wisely.  This is because taxpayers are responsible for all the information on their income tax return. That’s true no matter who prepares the return. Here are ten tips […]

Share

Read More →

Read More →

Did You Receive A Letter From The IRS?

Are you nervous to open the envelope to review the contents? Before your blood pressure rises, take a breath and consider these things to do as suggested by the IRS: Individual Taxpayers: Seven Things to Do When an IRS Letter Arrives The IRS mails millions of letters to taxpayers every year for many reasons. Here […]

Share

Read More →

Read More →

Surfin’ With The IRS

OK, the holiday shopping is done, so what is there to surf on the internet?  Have you ever checked out the IRS website?  I can hear you saying “How exciting!”  But, before you pass judgment on my suggestion, why not take a look at www.irs.gov ?  It just MIGHT have some information which may be […]

Share

Read More →

Read More →

What Are You Giving To Charities This Holiday Season?

TIS the season of giving and as we near year end, we think of giving gifts not only to those we love, but also to our favorite charities.  You itemize deductions and you want to use the donations to reduce your income tax.  But IS that donation deductible? Are you aware that only donations to […]

Share

Read More →

Read More →

Is Santa Looking Over Your Shoulder?

TIS the holiday shopping season and you are surfing the internet for the perfect gifts.  You have a few minutes while waiting somewhere so you take advantage of free wi-fi.  You found the perfect gift on a website you haven’t visited before and set up an account.  But WAIT, are you going to get more […]

Share

Read More →

Read More →

PHISHING or Fishing?

The IRS has experienced more and more potential harm being caused to taxpayers by the sophisticated individuals who have nothing better to do than find ways to scam people.  The following is information published by the IRS to help individuals become more aware of potential threats: The IRS reminds people to be on the lookout […]

Share

Read More →

Read More →

Have You Had The “Talk” With Your Family Members?

If you are a parent, you may be thinking of the “talk” you had with your children when they were pre-teens, but, that is not what I am referring to. This “talk” is with your family members about your “later in life” thoughts. Do your family members know your preferences about critical life support?  Funeral details?  […]

Share

Read More →

Read More →

Understanding the Valuation of Personal Effects

Tangible Personal Assets: What are they worth? This could spark an intense debate. Whether you are looking to value tangible personal assets – collections, cars, jewelry, art – for estate planning purposes or for estate administration purposes, it is important to have the valuation completed by qualified persons. Beauty can be in the eye of […]

Share

Read More →

Read More →

Top