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Understanding complex legal and related issues is tough enough without having to filter through the legalese. As the Plain English Attorney(TM), Jeffrey G. Marsocci utilizes his knowledge and experience as an attorney licensed in North Carolina and as a Certified Medicaid Planner(TM) nationwide in the U.S. to break down topics such as estate and Medicaid planning, financial strategies, and other topics of interest. For more free information, please go to www.linktr.ee/plainenglishattorney.
Episodes
Monday Aug 18, 2025
Monday Aug 18, 2025
It seems that even professional journals, newspapers, and magazines are no longer immune to clickbait, and it is confusing a lot of clients and their professional advisors. In this installment, Jeffrey G. Marsocci reviews how the IRS’s Revenue Ruling 2023-2 says absolutely nothing that hasn’t already been true for decades, and how one simple line of thinking could have prevented all of the unnecessary questions and panic.
For the video version, check it out on YouTube at: https://youtu.be/uOyVHmVS6NU
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