Start with these five

  1. What to send your tax pro before busy season
  2. Estimated taxes when income is lumpy
  3. Residency, domicile, and multi-state living
  4. Jock tax
  5. Holdco thinking: entity and cash hygiene

New here? Start here. Who I am: About.

Educational only. Not tax, legal, or investment advice. Reading this site creates no engagement.

About

Bradley Raymond Hall, EA

About

Bradley Raymond Hall, EA. I publish as Raymond Hall, EA. Same person.

I am an Enrolled Agent, enrolled to represent taxpayers before the Internal Revenue Service. My work is preparing individual and business returns, representing taxpayers before the IRS, sorting out entity questions for closely held businesses, and working through returns where income, property, or residency crosses state lines. I have also completed CFP education coursework, which helps me connect tax facts to cash flow and planning.

What this site covers

Tax and document questions for households with more than one state, entity, or income stream:

  • Getting documents in order before filing season
  • Estimated taxes when income arrives unevenly
  • Residency versus domicile when you live in more than one state
  • Nonresident tax on income earned while working in other states (the "jock tax")
  • Holding company cash and entity hygiene

When a post mentions a boat, an aircraft, a second home, or household staff, the subject is how it is taxed and documented. Examples: how charter use and personal use are treated, who the employer of record is, which entity holds title. I do not buy, broker, crew, staff, or operate assets for anyone.

How to read the long posts

The long posts are educational frameworks drawn from tax practice and research. They are not client stories. Scenarios are illustrative and labeled that way. Tax rules change, so check the date on a post and confirm current law before acting.

Start with these five

  1. What to send your tax pro before busy season
  2. Estimated taxes when income is lumpy
  3. Residency, domicile, and multi-state living
  4. Jock tax: how athletes and touring talent get surprised
  5. Holdco thinking: entity and cash hygiene when an asset sits in an LLC or family office entity

If you want me to look at your documents before filing season, see Consultations.

Disclaimer

Everything on this site is educational only. It is not tax, legal, or investment advice for your situation. Reading a post, emailing me, or downloading a checklist does not create an engagement or a practitioner-client relationship. An engagement exists only under a signed letter with a defined scope. Before you act, consult your own CPA, EA, or attorney. Full terms are on the Disclaimers page.

Bradley Raymond Hall, EA (Raymond Hall, EA)

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