Agustin Arbulu

Tax professional with over 30 plus years of experience working with the IRS and various state tax agencies across the country.

Agustin holds an LLM (in Taxation) from NYU Law School and a JD from University of Detroit Mercy School of Law. In addition, Agustin holds a DBA from Case Western Reserve University and two MBAs.

Agustin has taught tax law (individual, partnership, and corporate) at law school as well as taught MBA courses at various graduate schools across the country. In addition, he was served as speaker at conferences presenting on various current tax issues.

New York University School of Law

LL.M. | Taxation

Case Western Reserve University

DBA - Doctorate of Business Administration | Management, Leadership and Strategy

University of Detroit Mercy

J.D. | Law

Michigan State University

B.A.

Attorney / President / CEO

The W Tax Group

Current

Federal Tax Articles Income, Estate, Gift, Excise, Employment Taxes

Commerce Clearing House, Incorporated

November 10, 2010

Opening Remarks for Conference, Environmental Justice in Practice Conference, Detroit

January 26, 2018

Wayne State Law School

A+

Better Business Bureau

2022

Accredited Since: 12/16/2016

AV Preeminent

Martindale-Hubbell Lawyer Services

2022

Peer Rated for Highest Level of Professional Excellence

Michigan State Bar  # P24036

Member

1974 - Current

Michigan

State Bar of Michigan

ID Number: P24036

Since 1974

• Free Consultation

Q. How do I sell a 0.26 acre lot left behind in Pueblo County, CO after my parents’ passing?

January 26, 2022

A: This is an important question posed. As I understand it your parents left you and your sister a piece of property. I am assuming the property was to be owned jointly with your 2 sisters. Further I am assuming the property is in your name for convenient purposes (like to avoid probate). If that is the case, I recommend you quit claim the property from you to your 2 sisters and yourself making sure that you indicate as follows: "X quit claims her interest in the property to X, Y, and X as tenants in common." With tenancy in common each person has a distinct interest in the property, which means one person can sell her interest w/o approval from the other tenants in common. Another approach is to quit claim the property from you to your 2 sisters and yourself as joint tenants. This would read as follows: "X quit claims her interest in the property to X, Y, and X as joint tenants." A joint tenancy means each person holds an indivisable interest in the property and thus rights of survivorship. As joint tenants each person can not sell her interest. Now on the sale of the property each of you would be required to sign off on the deed transferring the property to the new buyer. Further each sister would be liable for their share of the tax liability arising from the gain and not the entire amount of the tax liability. However, make sure that the SSN (social security number) of each sister is provided at closing so that any 1099 form issued is sent to each sister proportionate to her interest (1/3) in the property sold. This form is usually issued by the buyer at the end of the year but not always. ... Read More

Q. Can my fiance claim me on taxes?

January 26, 2022

A: This is very interest question and suggests that your fiance wants Head of Household (HOH) status to take advantage of the lower tax rate and higher standard deduction. To qualify for HOH your fiance must:

1. Pay for more than half of your household expenses (such as groceries, rent, mortgage payments, utilities, etc.)

2. Be considered unmarried for the tax year, and

3. You must be a qualifying dependent.

Assuming you meet the first 2 requirements you will probably fail the 3rd requirement, being a qualifying dependent. A qualifying dependent can be a step sibling, nephew, aunt, niece, which I suspect you are not.