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Republican attorneys general from 13 states have signed a letter denouncing the IRS pilot of a Direct File system, calling efforts unconstitutional.
February 1 -
As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.
January 18 -
The Internal Revenue Service provided initial guidance to aid employers in establishing pension-linked emergency savings accounts, an outgrowth of the wide-ranging SECURE 2.0 Act of 2022.
January 15 -
It was an eventful 12 months for practitioners, with new legislation, regulations, court decisions and IRS pronouncements all impacting the tax landscape.
January 15 -
What you don't know can hurt you as it pertains to your clients as well as your own life insurance portfolio.
January 10The TOLI Center East -
From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.
January 9 -
Practitioners have always shared advice as part of tax prep, but the future of the field is in proactive, intentional tax advisory services.
January 8 -
ART programs provide a number of benefits, including more control over premiums and a more stable renewal process. However, the tax consequences require a thorough vetting.
December 26Zerbe, Miller, Fingeret, Frank and Jadav LLP -
In a recent case, the Tax Court addressed the issue of when limited partners may be subject to self-employment tax.
December 26Wolters Kluwer Tax & Accounting