WEBVTT
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The topics and opinions express in the following show are
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solely those of the hosts and their guests and not
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those of W FOURCY Radio. It's employees are affiliates. We
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make no recommendations or endorsements for radio show programs, services,
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or products mentioned on air or on our web. No
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liability explicit or implies shall be extended to W four
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CY Radio or it's employees are affiliates. Any questions or
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comments should be directed to those show hosts. Thank you
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for choosing W FOURCY Radio.
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Barry G.
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Fowler EA brings you tax talk for you right here
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on W four CY Radio and talk for TV. As
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an enrolled agent and a national leader in tax resolution
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as well as Trucker bookkeeping and tax planning. With over
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thirty years of experience, Barry will break down taxes, bookkeeping,
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tax planning, and tax relief for individuals and businesses just
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like you. So let's have some tax talk for you
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with your hosts.
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Barry G. Foul Hey, welcome, good morning. That's another great day.
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We had a great weekend out at the Filer family ranch. Yes,
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we do run a ranch here in Texas and we
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have a lot of fun with it. People always ask me,
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you know, how busy do you stay? Well, we stay
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busy all the time. We're guiding people in taxes. We're
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helping people through tax problems. We're doing bookkeeping and taxes
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and tax planning right now for truckers and other businesses
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that we deal with. And so it makes a great
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busy week for us, and also busy weekends. And you know,
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this weekend we got to go out and pick up
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a couple of piglets that we're going to be raising
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and and putting into the freezer at some point. But
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you know, when we come here together today to talk
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about taxes, we talk about, you know, your tax problems,
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how to save money on taxes, what the tax code means,
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how to use it to your advantage. Today we talk
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about what the IRS calls they're Dirty dozen of tax schemes.
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It's the list of top twelve. We're going to go
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through as many of those as we can. But you know,
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it's sometimes it's just the everyday activities that you and
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I go through, you know, such as you know, reading email,
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answering a phone call, and it could put you at
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a very big risk of a tax scam. You know,
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identity theft, phone scams in tax return prepare fraud. You know,
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just few of the ways that you could be affected,
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and you know, we want to make you aware of it.
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We want to keep you knowing the different scams that
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are out there. And these are like some of the
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top ones that go out there. And one of the
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big ones that we see is scammers talking about how
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to save money on taxes. And you see these tax
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avoidance schemes you know, on Facebook and other social media
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out there, and just because it's there, it doesn't make
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it right. You know, just what you see on TikTok
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or what you see on you know, Facebook doesn't make
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it a correct solution for you to save money on taxes.
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What it does is sometimes it opens the door for
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major problems. Illegal schemes, people taking money from you to say, hey,
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invest in this because it's going to give you these
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ride offs, and what it's really going to do is
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they're going to steal your money or take your money.
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You know, these twelve scams or schemes as you might
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want to call it, you know, it's putting you at risk,
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putting your money at risk, putting your livelihood at risk,
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putting your data at risk, and you know some of
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them are are not you know, legal in any way,
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shape or form, so bogus tax avoidance strategies, you know,
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including something like a conservative conservation easement where they're saying, hey,
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we can put a conservation restriction on your land or
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your property and you'll be able to get a huge
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rite off as a charitable contribution or deduction. You know,
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I r S looks at these things when they when
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they see them, and then you know you may be
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in a very abuse arrangement. And now the IRS says, no,
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this is fraud and you end up paying the penalty
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at paying the price. They're not going to pay the price.
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You're going to pay the price. So you really need to,
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you know, watch out for things like that that become,
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you know issues for you and can become issues. And
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also put it to where you've committed fraud on your
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tax return and now you're not just talking penalties for
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underpayment of taxes, but you're also including the fraud penalty
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on there as well, which becomes even more cost prohibitive
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for you. Some of the other tax schemes that you know,
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we look at high income you know, filers may be
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at risk ad from improper art donations or charitable remainder
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annuity trust and monetized sales agreement. You know, if you're
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giving art or maybe your vehicle or something away to charity,
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you've got to make sure you're doing it right and
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doing it to a charity that is a reputable charity.
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Some of these promoters are going to encourage you to
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buy various types of art at a discounted price. May
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include additional services to a promoter, or storage or shipping,
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arranging the appraisal and the donation of the art. Promoter
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then is going to promise to you that the art
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is worth significantly more than the purchase price. These are
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schemes that are designed just to encourage you to purchase
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the art at a very high cost and donated and
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you get the deduction of the inflated market value, which
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is going to be substantially more than what you paid
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for it. You know, this is going to become a problem.
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You know, just because they're going through and promoting this,
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it does not make this right for you. You know,
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the IRS has its own team of professionally trained appraisers
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in art and provide assistance and advice to taxpayers on
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evaluation questions and connection with personal property and works of art,
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so you can reach out to the i R s
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and talk to them about the appraisals of that are.
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You know, creativity in our it's a great thing, but
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aggressive use of art donation deductions can really be a
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bad thing for you and it's going to, you know,
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put you in a very bad light or get you
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some major problems out there. These charitable remainder trusts are
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irrevocable trusts that lets you donate assets to a charity
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and draw annual income for the life for a specific
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period of time. IRS will look at these charitable remainder
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trust I'm sure you're correctly reporting trust income and distributions
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to beneficiaries. You've got to file their correct tax documents
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and follow certain laws and rules for the charitable remainder trust. Unfortunately,
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these trusts can be misused to eliminate capital gains. What
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they basically do, they take appreciated property that is transferred
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to the charitable remainder trust and the taxpayer you're going
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to incorrectly the transfer of the appreciated assets to the
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charitable remainder trust, which gives those assets a stepped up
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basis to fair market value as if they'd been sold
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to the trust. Then the Charitable Remainder Trust sells the
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property but does not recognize the gain due to the
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claim stepped up basis. The beneficiary year then going to
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report as income only a small portion of the annuity
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received from the gains. Through misapplication of these laws, the
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Charitable Remainder trusts, the beneficiary treats the remaining payments as
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excluded portion representing return on investment, which for which no
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taxes due. You can see it's going to create some
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inaccurate results and misapplying the rules and going to put
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you into some major problems with the Charitable Remainder Trust.
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I want to be absolutely aware of those things when
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you're looking at ways to save money on taxes, that
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chair of armin your trusts are usually used by the wealthy,
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and you usually have an attorney working with you, and
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hopefully it's an attorney that you know or have used
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for years that can help you put this together and
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help you save money on taxes. But doing it is
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the correct way, so you know, make sure you're dotting
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your eyes, you're crossing your t's, and you're working with
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reputable people in the tax business and have a good reputation.
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And if it's not somebody you've known and worked with
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for on your taxes, make sure it comes from somebody
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that is reputable and is referred to you. We tell
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you to watch out what you find online, what you
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find through Facebook or other social media platforms out there,
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because you never know what you're going to run into.
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Now some of the things that you know we talk
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about in trying to save you money and recognizing schemes
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and scams. In the next segment, what we're going to
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do is start out talking about tax scam you know,
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warning signs, just giving you some of the warning signs
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out there, and then how to also know that it's
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the I R s now. One thing, we're going to
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do something really cool here. We got these great monks here.
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If you go to tax Talk for You dot com
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and hit the subscribe and subscribe the first person, let's
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do two or three, first three people that subscribe here
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in this In this segment, we're going to send you
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out tax Talk for You mug. We love these things.
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We gave them out at the to truct A Success Show,
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and we're going to give out some more today. We've
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got a few left on hand. We'll do that you
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know as you subscribe. But right after the break again
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we're going to talk about you know, warning size, how
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do we know that it's the IRS? And we'll be
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right back after this.
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We have only scratched the surface of today's show. Please
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stand by as Barry G. Fowler will be right back
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with tax talk for you. If you owe the IRS
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or are going through an IRS audit, don't go at
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it alone. Called Taxation Solutions Tax Relief at eight eight
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eight nine three zero one zero one six. We are
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your solution for IRS debts, audits, back taxes, garnishments, leaned
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and levees. Whether you're an individual or business, you need
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a solution and a strong aggressive tax resolution. Don't let
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the IRS walk go over you Stop the IRS now
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call eight eight eight nine three zero one zero one
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six or go to Taxation Solutions dot net now for
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a free no obligation consultation. Let's get back to tax
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talk for you with more tax talk once again, here's
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your host, Barry G. Foller.
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Hey, welcome back. Hey. First of all, I want to say, hey, Joey,
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you were quick getting in and subscribing tax talk for
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you going to get one of these nice little mugs
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that sent out to you here shortly, we'll make sure
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we got your address and get it out. If you
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haven't subscribed yet, get in subscribe. We'll do some drawings
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on some other people that get them, but we're ad
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that the first three are definitely getting them, and then
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we'll keep getting more out from there. But we're talking
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about tax scams, and you know one how do you
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know it's the I R S? When you're starting to
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deal with somebody and you know, one of the things
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is sometimes people call you identifying themselves and say they're
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I R S and you don't really understand what they're saying.
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They don't necessarily say internal revenue service, they say something
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some other abbreviation internal revenue you know whatever. But things
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to watch out for. It is it going to give
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you a big pay day? You know, if it sounds
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too good to be true, it probably is. If it,
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you know, talks like a duck, quacks like a duck,
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you know, walks like a duck. It's a duck. Okay,
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all you got to say about it. So that bad
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advice you may be getting you know from somebody. If
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it sounds too good to be true, it probably is
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too good to be true. Make demands or threats, you know,
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impersonators want you to pay now or else. They even
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threaten arrest or deportation, or you know, hey, the police
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are on their way. And if you don't go down
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to the local store and get them a you know
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iTunes card or whatever it may be to pay them,
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the I r S isn't going to do that. You know,
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the I r S is going to send you to
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I r S dot gov slash payments, make a payment
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or set you up on a payment plan, but they're
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not going to do that. And if you're not sure,
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pick up the phone. Hang up the phone, and then
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pick it up and call the I r S back.
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That's one of the simplest ways of making sure that
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whoever you're dealing with is from the I r S.
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It's just to hang up the phone and then call
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the I r S directly and deal with that there. Now.
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If you don't owe the I r S money, hang
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up because you know it's this cam anyway, or they
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send you to a website links in they're misspelled or
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they're odd they're going to take you to a malicious
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site instead of I r S dot gov. And these
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perse rangers aren't going to let you question or peel
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the amount you tax. You O, you do have taxpayer
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rights when dealing with the I R S. So how
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do you know it's the i r S. Besides hanging
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to the phone and picking up and calling the I
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R S back directly. You know, the i R S
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isn't going to email you unless it's with your permission. Mail.
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The I R S does send mail, and you gotta
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watch out. There's solicitations that come out that look very
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close to the I R S. And you know there's
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people in the industry of tax relief that send these
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things out and it's maybe let us a note letter