IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
IRS Releases New Forms to Simplify IRA Rollovers
By Melanie WaddellThe new guidance could help advisors and clients "avoid rollover errors and headaches," Ed Slott says.
August 06, 2026
Watch This Trend Around Qualified Small-Business StockAt least seven states do not recognize the exclusion of capital gains on this stock, and the list is growing.
July 31, 2026
This Tax Planning Strategy Makes Advisors 'Indispensable': Jeff BushClients hire professionals, the tax expert says, "to ensure their financial plan succeeds regardless of who wins" the elections.
July 28, 2026
PRO
It's Time for a New Approach to Roth Conversions: Sean MullaneyThe CPA turned financial planner offers what he thinks is most critical regarding tax planning and retirement.
July 23, 2026
Warren, Dems Investigate Whether IRS CEO Misled CongressThe 14 senators are investigating whether IRS CEO Frank Bisignano misled Congress about the agency's staffing after Trump gutted it.
July 23, 2026
PRO
How Advisors Can Support Clients With IVF, Adoption & SurrogacyExpanded family-building measures can often carry retirement, tax and emotional complications.
July 21, 2026
Treasury Flags Concern Over 'Potentially Abusive' Tax TradesThe strategies include so-called 351 conversions, box-spread ETFs and funds that avoid dividend income by flipping between other ETFs.
July 21, 2026
IRS Chief Denies Report He Spied on Colleagues While at JPMorganFrank Bisignano snooped on rival executives' emails while co-COO at the bank, The Wall Street Journal reported.