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An IRS revenue ruling explains what happens when a distribution check from a qualified plan isn’t cashed.August 23
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New tax legislation is passing through Congress aimed at addressing several retirement issues.July 11
Managing director of advisory servicesCPI Companies
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For the accountant who is filing a Form 5500 for a self-employed individual, it may be the job of the accountant to report beneficiary information.June 26
PrincipalThe TOLI Center East
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Not only would stretch IRAs be dead if the legislation were to pass in the Senate, but your clients’ profit-sharing plans could be next.June 5
PrincipalThe TOLI Center East
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The bipartisan legislation will provide more retirement planning options for accountants to advise small business clients about, while also fixing a glitch in the Tax Cuts and Jobs Act that imposed the kiddie tax on children of deceased service members.May 24
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The U.S. House of Representatives approved legislation that relaxes the rules for retirement savers and corrects an unintended side-effect of the 2017 tax law that hit children of military members who died in combat with higher-than-expected tax bills.May 23
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As the U.S. retirement savings crisis continues to grow, legislators are taking steps to ensure all employees have access to formal retirement savings programs.May 23
Director of Product ManagementPaychex
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The bipartisan legislation aims to expand retirement savings by offering more tax incentives to individuals and small businesses.May 14
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Three bills that would make major change have already emerged from the Ways & Means Committee.May 3
Principal Federal Tax AnalystWolters Kluwer Tax & Accounting
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The House Ways and Means Committee voted to approve legislation that would relax the rules for those saving for retirement.April 2
