Law Offices of Wendy E. Hartmann

Law Offices of Wendy E. Hartmann The Law Offices of Wendy E. Hartmann is dedicated to helping our clients in estate and tax planning, adoption, family formation, and LGBT issues.
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Thanks you for stopping by this page. Our goal will be to introduce you to our firm, as well as bring you interesting articles and information about topics we think are interesting and important.

Operating as usual

Excellent book to share with children!
10/28/2020

Excellent book to share with children!

A is for Ally, Q is for #queer...The GayBCs is our children's book of the week! It fosters awareness of a spectrum of identities & orientations. It's important for children and adults to be exposed to queerness in all its forms because visibility is a precursor to a safe and affirming society for all people. 🏳️‍🌈Thank you for this special contribution, M. L. Webb! [Photo: Sharon McCutcheon]

American Academy of Estate Planning Attorneys
03/11/2019
American Academy of Estate Planning Attorneys

American Academy of Estate Planning Attorneys

As we mourn the loss of Luke Perry, we remember why it is so important to have an estate plan put in place. He protected his family by making his estate plan back in 2015 and spared the burden for his children of having to take on the responsibility on top of the death of their father. Take the time to create a plan so your loved ones are spared.

Everyone needs to determine how their assets will be distributed upon their death, do not leave it to the Court or your ...
02/25/2019
6 Reasons Why You Should Have An Estate Plan

Everyone needs to determine how their assets will be distributed upon their death, do not leave it to the Court or your State to make that determination. Protect your family and your wishes.

While you may think that only the ultra-wealthy need an estate plan, anyone—regardless of age, marital status or net worth—can benefit from having a plan in place if the unexpected happens. Here are six reasons why you should have an estate plan at any stage of life.

11/03/2018

Congratulations!
The 2019 ACA (Affordable Care Act) enrollment period has been shortened from 90 days to 45 days (November 1-December 15, 2018) and the advertising budget to promote open enrollment has been slashed in an effort to sabotage the program. You're probably not seeing a lot of advertising (read: zero) about the enrollment window online or on TV. We are posting this and using the word congratulations so it gets posted more frequently in Newsfeed by FB algorithms. Please *copy and paste* (don't share, and post publicly!) on your own timeline to help spread the word.

Also, comment on the posts you see to bump them up in feeds. Someone you know may desperately need health care .

The time to do planning is not when you are dying, but preferably when you are able to take the time and think through a...
08/23/2018
Aretha Franklin reportedly left no will behind

The time to do planning is not when you are dying, but preferably when you are able to take the time and think through and understand all the important decisions that must be made; however when someone is very ill, it is critical that they get some planning in place. If you already have your own plan in place, encourage your friends and family to do the same!

She was diagnosed with pancreatic cancer in 2010.

National LGBT Bar Association
03/12/2018
National LGBT Bar Association

National LGBT Bar Association

The LGBT Family Law Institute, a joint venture of the National Center for Lesbian Rights and the LGBT Bar, is excited to announce the launch of a brand new interactive Member Directory Map.This state-of-the-art feature allows any member of the public to find an experienced, knowledgeable, and LGBT-friendly family law practitioner in their state. Potential clients and fellow attorneys seeking a referral can easily scroll through a list of all LGBT Family Law Institute members in each state and see both the cities they practice in as well as their specific practice areas. Contact information is also readily available. Click below to visit the directory!

This is a good summary of how itemized deductions are affected by the new tax provisions.
12/26/2017
What Your Itemized Deductions On Schedule A Will Look Like After Tax Reform

This is a good summary of how itemized deductions are affected by the new tax provisions.

With all of the focus on new tax rates after Congress green-lighted tax reform, it's easy to forget that some of the biggest changes don't have anything to do with tax rates: They're about deductions. Here's how Schedule A will be affected for the 2018 tax year.

Very proud to have contributed to this Wall Street Journal podcast yesterday, on some Estate Planning issues for LGBT co...
06/28/2017
What LGBT Couples Should Know About Estate Planning

Very proud to have contributed to this Wall Street Journal podcast yesterday, on some Estate Planning issues for LGBT couples

Tax and estate lawyer Wendy Hartmann breaks down what LGBT couples need to know about estate planning, including the determining factors of needing an estate plan, and how execute that plan financially.

12/08/2016

WARNINGS FROM THE IRS ABOUT SCAMS THAT ARE GOING ON. REMEMBER THAT YOU WILL NEVER RECEIVE A CALL FROM THE IRS, UNLESS YOU ALREADY HAVE AN ON-GOING MATTER WITH THEM AND YOU HAVE AUTHORIZED THEM TO CONTACT YOU BY PHONE.

IRS Warns Taxpayers of Numerous Tax Scams Nationwide; Provides Summary of Most Recent Schemes

WASHINGTON — As tax season approaches, the Internal Revenue Service, the states and the tax industry reminded taxpayers to be on the lookout for an array of evolving tax scams related to identity theft and refund fraud.
Every tax season, there is an increase in schemes that target innocent taxpayers by email, by phone and on-line. The IRS and Security Summit partners remind taxpayers and tax professionals to be on the lookout for these deceptive schemes.
“Whether it's during the holidays or the approach of tax season, scam artists look for ways to use tax agencies and the tax industry to trick and confuse people,” said IRS Commissioner John Koskinen. “There are warning signs to these scams people should watch out for, and simple steps to avoid being duped into giving these criminals money, sensitive financial information or access to computers."

Some of the most prevalent IRS impersonation scams include:
1. Requesting fake tax payments: The IRS has seen automated calls where scammers leave urgent callback requests telling taxpayers to call back to settle their “tax bill.” These fake calls generally claim to be the last warning before legal action is taken. Taxpayers may also receive live calls from IRS impersonators. They may demand payments on prepaid debit cards, iTunes and other gift cards or wire transfer. The IRS reminds taxpayers that any request to settle a tax bill using any of these payment methods is a clear indication of a scam. (IR-2016-99)
Targeting students and parents and demanding payment for a fake “Federal Student Tax”: Telephone scammers are targeting students and parents demanding payments for fictitious taxes, such as the “Federal Student Tax.” If the person does not comply, the scammer becomes aggressive and threatens to report the student to the police to be arrested. (IR-2016-107)
2. Sending a fraudulent IRS bill for tax year 2015 related to the Affordable Care Act: The IRS has received numerous reports around the country of scammers sending a fraudulent version of CP2000 notices for tax year 2015. Generally, the scam involves an email or letter that includes the fake CP2000. The fraudulent notice includes a payment request that taxpayers mail a check made out to “I.R.S.” to the “Austin Processing Center” at a Post Office Box address. (IR-2016-123)
3. Soliciting W-2 information from payroll and human resources professionals: Payroll and human resources professionals should be aware of phishing email schemes that pretend to be from company executives and request personal information on employees. The email contains the actual name of the company chief executive officer. In this scam, the “CEO” sends an email to a company payroll office employee and requests a list of employees and financial and personal information including Social Security numbers (SSN). (IR-2016-34)
4. Imitating software providers to trick tax professionals: Tax professionals may receive emails pretending to be from tax software companies. The email scheme requests the recipient download and install an important software update via a link included in the e-mail. Upon completion, tax professionals believe they have downloaded a software update when in fact they have loaded a program designed to track the tax professional’s key strokes, which is a common tactic used by cyber thieves to steal login information, passwords and other sensitive data. (IR-2016-103)
5. “Verifying” tax return information over the phone: Scam artists call saying they have your tax return, and they just need to verify a few details to process your return. The scam tries to get you to give up personal information such as a SSN or personal financial information, including bank numbers or credit cards. (IR-2016-40)
6. Pretending to be from the tax preparation industry: The emails are designed to trick taxpayers into thinking these are official communications from the IRS or others in the tax industry, including tax software companies. The phishing schemes can ask taxpayers about a wide range of topics. E-mails or text messages can seek information related to refunds, filing status, confirming personal information, ordering transcripts and verifying PIN information. (IR-2016-28)

If you receive an unexpected call, unsolicited email, letter or text message from someone claiming to be from the IRS, here are some of the tell-tale signs to help protect yourself.

The IRS Will Never:
• Call to demand immediate payment using a specific payment method such as a prepaid debit card, gift card or wire transfer or initiate contact by e-mail or text message. Generally, the IRS will first mail you a bill if you owe any taxes.
• Threaten to immediately bring in local police or other law-enforcement groups to have you arrested for not paying.
• Demand that you pay taxes without giving you the opportunity to question or appeal the amount they say you owe.
• Ask for credit or debit card numbers over the phone.

If you get a suspicious phone call from someone claiming to be from the IRS and asking for money, here’s what you should do:
• Do not give out any information. Hang up immediately.
• Search the web for telephone numbers scammers leave in your voicemail asking you to call back. Some of the phone numbers may be published online and linked to criminal activity.
• Contact TIGTA to report the call. Use their “IRS Impersonation Scam Reporting” web page or call 800-366-4484.
• Report it to the Federal Trade Commission. Use the “FTC Complaint Assistant” on FTC.gov. Please add “IRS Telephone Scam” in the notes.
• If you think you might owe taxes, call the IRS directly at 800-829-1040.

If you receive an unsolicited email that appears to be from either the IRS or an organization closely linked to the IRS, such as the Electronic Federal Tax Payment System (EFTPS), report it by sending it to [email protected].

The IRS also provides a variety of resources for tax professionals about security threats posed by identity theft issues targeting the industry through its Protect Your Clients; Protect Yourself campaign.
Taxpayers and Tax Professionals can help spread the word on this week’s messages using the hashtag #TaxSecurity in social media platforms.

11/14/2016

For all those family, friends and clients concerned about the on-going validity of their same-sex marraige, and the future of marriage equality, the National Center for Lesbian Rights issued this important statement:

"There is no realistic possibility that anyone’s marriage will be invalidated. The law is very strong that if a marriage is valid when entered, it cannot be invalidated by any subsequent change in the law. So people who are already married should not be concerned that their marriages can be taken away. To the contrary, it is important that they continue to live their lives as married couples.
Looking forward for individuals who are not currently married but who may wish to marry in the future, we also think it is highly unlikely that the fundamental right of same-sex couples to marry will be challenged or that the Supreme Court would revisit its 2015 holding that same-sex couples have that fundamental right. The doctrine of stare decisis—which means that courts generally will respect and follow their own prior rulings—is also very strong, and the Supreme Court very rarely overturns an important constitutional ruling so soon after issuing it. In addition, while the new administration is very conservative, neither Donald Trump nor anyone associated with his campaign has indicated any intention to try to turn back the clock on the freedom to marry, and the great majority of Americans now strongly support marriage equality."

The IRS has posted their list of Tax Scams, we are all susceptible, so please be cautious!
03/24/2016
IRS Reveals List of Top Tax Scams for 2016

The IRS has posted their list of Tax Scams, we are all susceptible, so please be cautious!

The IRS kicked off tax filing season by publishing a series of press releases that highlight the

01/21/2016

Very honored to have been selected, for the fifth year, to be on the Southern California Super Lawyers list.

WHAT IS SUPER LAWYERS
Super Lawyers is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement. The selection process includes independent research, peer nominations and peer evaluations.

Honored to present at the LA LGBT Center
11/11/2015

Honored to present at the LA LGBT Center

Good information to keep hospital bills in check.  You need to be your own advocate.Thank you Jen Mulder at Pathway Fina...
09/08/2015
An Arm and a Leg | Pathway Financial Services, LLC

Good information to keep hospital bills in check. You need to be your own advocate.
Thank you Jen Mulder at Pathway Financial Services, LLC for this good advice.

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

My practice specializes in advising the LGBTQ community in Estate, Tax and Family Planning matters, contact me if you ha...
06/30/2015
LGBT Financial Planning: Top 10 Things You Need to Know

My practice specializes in advising the LGBTQ community in Estate, Tax and Family Planning matters, contact me if you have questions or if I can be of assistance to your planning.

Learn how to clearly navigate a path to achieving your financial goals while protecting your wealth and your loved ones.

This article points out many important issues to consider when combining households and joining finances.  Many couples ...
06/30/2015
Combining Finances With Your Partner

This article points out many important issues to consider when combining households and joining finances. Many couples still prefer to keep things separate and that is okay as well, just know your legal rights and obligations. We will be happy to answer any questions you may have.

Before you say "I do," have open and honest conversations about money. Here's how.

Address

300 W. Glenoaks Blvd., Suite 300
Glendale, CA
91202

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

(818) 627-5400

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