IRS Updates
Stay on top of the most recent information from the IRS that can impact your clients.
IRS Sets 401(k), IRA Contribution Limits for 2026
By Melanie WaddellThe agency announced a number of cost-of-living adjustments tied to retirement accounts.
October 09, 2025
IRS Issues Final Word on Catch-Up ChangesThe regulations guide employers on “super catch-up” contributions and the Roth mandate for certain high-income taxpayers.
October 09, 2025
IRS Furloughs Nearly Half of Workforce as Shutdown Drags OnThe move, which pauses most taxpayer services, represents a sharp departure from the first week of the shutdown.
September 24, 2025
6 Must-Know IRS Rules Released in 2025While layoffs reduced the IRS' headcount, the agency has been pushing out new policies, with more expected soon.
August 04, 2025
Under Trump's New Tax Law, Here's What to Know About SALT Cap WorkaroundThe workaround, available in most states, is still highly relevant for high-income taxpayers.
August 01, 2025
New Tax Law Eases Reporting Rules for Gig Work, Payment AppsThe One Big Beautiful Bill made a change that could greatly reduce 1099 reporting burdens for some clients.
July 21, 2025
IRS Weighs In on Uncashed 401(k) ChecksRevenue ruling 2025-15 "is relevant mainly in situations involving missing participants or lost benefits," says Mark Iwry.
July 09, 2025
How Trump’s Tax and Spending Bill Affects Clients, Small BusinessesIt's critical for advisors to understand the extended, enhanced and entirely new provisions in the legislation.