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What to do next month; White House returns; taxing AI; and other highlights from our favorite tax bloggers.
April 23 -
The Internal Revenue Service is extending tax relief on required minimum distributions from inherited retirement accounts not made in 2024 after providing similar relief in recent years.
April 16 -
The Internal Revenue Service is making some changes in the way it sends tax transcripts for clients to tax professionals to beef up security.
April 8 -
CTA unconstitutional; AI and your practice; 30 years and counting; and other highlights from our favorite tax bloggers.
March 5 -
The gift outlays — and the many rules and potential duties tied to them — can affect clients' long-term trail toward RMDs, Roth IRAs, the FAFSA and other areas.
February 5 -
The Internal Revenue Service and the Treasury Department issued a notice to provide relief to parents who got snagged by problems with Maryland's prepaid college savings program.
January 25 -
The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.
January 22 -
Retirement plan sponsors and advisers receive guidance from the IRS on how to legally incentivize plan participation.
January 18 -
Retirement plan sponsors and their financial advisors receive guidance from the IRS on how the Secure 2.0 Act opened the door for "de minimis financial incentives."
January 16 -
A DOL study uncovered problems in almost a third of employee benefit plan audits — but that's actually an improvement.
December 28