Recent Posts in 2019

• Retirement Planning for Workers Impacted by the Windfall Elimination Provision
  Jul 10, 2019
  Executive Summary Workers who have earned a mix of retirement benefits from employment covered by Social Security and from work outside of the Social ...
  Posted By Castro & Co.
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• The Taxpayer First Act of 2019 | Special Castro Report
  Jul 10, 2019
  Special Castro Report on Taxpayer First Act of 2019 by John Anthony Castro, J.D., LL.M. Executive Summary: On June 13, the Senate passed by voice vote ...
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• Pursuing a Claim of Refund in Federal Court
  Jul 9, 2019
  by John Anthony Castro, J.D., LL.M. The first step in filing a claim for refund against the IRS is to file either a Form 1040X, Amended U.S. Federal ...
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• Castro & Co.'s Public Comments Regarding IRS Notice 2019-07
  Jun 26, 2019
  March 29, 2019 Internal Revenue Service 1111 Constitution Avenue NW Washington, DC 20224 Re: Public Comment Regarding Notice 2019-07 , Section 199A ...
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• 2019 Inflation Adjustments for Key International Issues
  Jun 24, 2019
  by John Anthony Castro, J.D., LL.M. Introduction 2019 Inflation Adjustments for Individuals in the International Tax Arena. Background This week the ...
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• The Myth of Downward Attribution
  Jun 18, 2019
  by John Anthony Castro, J.D., LL.M. Introduction John Anthony Castro , J . D ., LL . M ., is the Managing Partner of Castro & Co., the author of ...
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• Treaty-Based Synthetic Basis Step-Up Election for Australian Nationals
  Feb 22, 2019
  by John Anthony Castro, J.D., LL.M. Introduction One issue that comes up quite frequently from Australian nationals in the U.S. is the fear that the ...
  Posted By John Anthony Castro, J.D., LL.M.
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• The UK LTA Charge Can Be Claimed as a U.S. Foreign Tax Credit
  Feb 21, 2019
  by John Anthony Castro, J.D., LL.M. Introduction Although this article concludes that the Lifetime Allowance Charge, also known as the LTA Charge, is ...
  Posted By John Anthony Castro, J.D., LL.M.
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