Recommendations needed for an Enrolled Agent (EA) in Raleigh (attorney, deductible)

[hmrd]

Any recommendations for an Enrolled Agent (EA) in Raleigh who helps individual tax payers dealing with the Internal Revenue Service (IRS)? I need help with a specific problem related to a Required Minimum Distribution (RMD) from a traditional Individual Retirement Arrangement (IRA). It's not a very complex problem but I really need someone with specialized knowledge.

[Jkgourmet]

I'm an ex accountant and for something like this, I would strongly suggest you consult with a CPA. Here's the one I use. He's good and he's reasonably priced. Added bonus: He's a nice guy.

jwhitecpa@att.net
919-847-9728 mobile

A couple of other people on CD use him as well (that's how I found him in the first place).


One more, slightly off topic thing: If you have heirs, there are several legal ways of leaving them the IRA's that will minimize taxes for them, and allow them to keep the inherited IRA in an IRA. The one that is used most often is called 'designated beneficiary.' Read up about it on the internet, maybe ask the CPA, and if you have any significant funds in those IRA's, please please please consult an Estate attorney. Designated beneficiary and Qtip trusts can achieve HUGE benefits for your heirs.

[hmrd]

JKgourmet, thanks so very much for the name of your recommended CPA. I'll contact him to see whether he thinks he's the person to handle my problem.

Love the info on ways to leave IRAs that will minimize my heirs' taxes. I definitely will look them up on the internet - I enjoy researching things like this.

[Jkgourmet]

I'm glad to have helped. Don't forget to contact an estate attorney before you mess with the IRA's. BTW, The attorney fee for estate planning is deductible.