Archives

• ESTATE TAX

  Upon the death of a decedent, federal and state governments impose taxes on the value of the estate left to others (with limitations).

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• ENROLLED AGENT (EA)

  An enrolled agent is a person who has passed the appropriate examination in order to represent taxpayers before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants, are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle and which IRS offices they can represent clients before.

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• EMPLOYER-SPONSORED RETIREMENT PLAN

  A tax-favored retirement plan that is sponsored by an employer. Among the more common employer-sponsored retirement plans are 401(k) plans, 403(b) plans, simplified employee pension plans and profit-sharing plans.

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