May 15, 2025
A woman who failed to file a tax return for her brother's nearly $14 million estate can move forward with a suit challenging the ensuing IRS penalties, a Rhode Island federal judge ruled, saying a jury might excuse the mistake by finding she relied on flawed legal advice.
March 20, 2025
Two sisters overseeing their brother's $13.7 million estate told a Rhode Island district court that they shouldn't have to pay hundreds of thousands of dollars in tax penalties for missing the deadline to file an estate tax return because they were reasonably relying on advice from their attorney.
July 21, 2023
The Internal Revenue Service owes a Rhode Island man's estate a nearly $454,000 refund for a penalty it paid for failing to file and pay its taxes, the estate told a federal court, arguing that its former attorney advised that it didn't owe taxes.