JD Matchett-Robles works primarily with Trust and Estate Planning clients. Having spent the past 5 years working with a national public accounting firm in the area of tax, specializing in tax compliance and planning for individuals, trusts, LLCs, partnerships, C-Corporations and S-Corporations. JD brings this experience when servicing his client’s estate planning needs. JD is currently working on his CPA certification and plans to use his experience to help assist clients with estate, trust, and gift tax issues. As a parent of two young children, JD has an interest in assisting young professionals and growing families plan for their future needs.
JD also assists in simple and complex trust administration and probate matters, as well as assisting clients seeking conservatorships and guardianships. JD’s practice also includes entity formation and assisting clients with LLC issues including tax, formation, operating agreements, and other legal matters.
Previously, JD was a law clerk with the United States Attorney’s Office in Denver, Colorado, and completed an externship with the Honorable William Q. Hayes in the U.S. District Court for the Southern District of California. JD was exposed to a vast variety of criminal and civil legal issues through these experiences.
New partnership audit rules impact your business by changing how the IRS audits partnership entities, increasing the burden and tax cost by shifting the tax impact from the individual partner to the partnership/LLC entity. LLC’s and partnerships may need to revisit and amend your operating agreement now due to this change in law.
While this discussion is not meant to provide all the details of the new audit procedures, some of the main changes to note are as follows: