Organization Root Tag

Final regulations on Section 1035 insurance exchanges eliminate problems from earlier regulations that affected corporate reorganizations and death benefits.

Puzzle announces AI Suite for month-end close; MyCPE One announces CPE Wallet for automating CPE management; Sam's List rolls out Concierge Launch; and other accounting tech news and updates.

Plus, new partners at Plante Moran and Schneider Downs, a new CFO at EisnerAmper; and other firm and personnel news from across the profession.

If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.

The IRS provided an electronic way to file a protective claim for a possible tax refund related to the COVID-19 pandemic ahead of a July 10 deadline.

Final regulations identify charitable remainder annuity trusts as "listed transactions," akin to tax shelters that need to be disclosed to avoid penalties.

A new Automatic Exemption from Penalty process aims to provide relief for taxpayers with a history of usually filing and paying their taxes on time.

The protection against probes of past tax filings was part of a settlement in which Trump agreed to drop a $10 billion lawsuit he filed against the IRS.

Jordan's Revenge; generative AI; faulty assumptions; and other highlights from our favorite tax bloggers.

Athletes from countries across the globe competing in the World Cup may be going home with an unwelcome prize this year: a hefty tax bill from the United States.

Ernst & Young is expanding its use of artificial intelligence to make the tax preparation process more efficient, while also recognizing its limitations.

Once the IRS believes the conduct was willful, a taxpayer's legal training, government position or role of public trust can make the case far more damaging.

The Treasury is considering rules on taxation of college endowments and changes to treatment of R&D costs, bonus depreciation and caps on business interest deductions.

Plus, CCH Axcess adds complex document ingestion and interpretation; TaxStatus launches Planning Observations to automate discovery; and other accounting tech news and updates.

The Internal Revenue Service's Taxpayer Assistance Centers staff provided incorrect advice about the tax laws in nearly half the visits by inspectors.

Money flowing into President Donald Trump's newly created accounts for children will initially be invested in a State Street Corp. exchange-traded fund.

The IRS against which your clients filed last year is not the same agency reviewing their returns today.

The tax-writing House Ways and Means Committee held a hearing to consider and pass eight bills related to tax administration and the Internal Revenue Service.

A survey found that a majority of investors disagreed with requiring scaling back to semiannual reporting for public companies.

The Financial Accounting Standards Board wants to amend how investment companies measure the fair value of a security subject to a contractual sale restriction.