IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
New Final IRS Regs Affect Where Annuities Fit in RMDs
By Allison BellThe regulations also affect how the Secure 2.0 income annuity provisions work.
July 01, 2024
New IRS Rules Require BDs to Report Sales, Exchanges of Digital Assets"Great news all around!" Ric Edelman says of the new requirements.
June 21, 2024
Wealth.com Launches Family Office-Inspired Estate Planning ToolsThe new tools are intended to help advisors navigate HNW planning issues like trusts and generation-skipping transfer taxes.
June 18, 2024
IRS to Crack Down on Tax-Dodging Asset ShiftsThe agency will issue regs on a technique allowing wealthy individuals and partnerships to move assets to avoid taxes.
June 17, 2024
For Advisors, an Untapped Opportunity in Donor-Advised FundsDemand for DAFs and other giving vehicles is rising among corporations and VIP clients, United Charitable's CEO says.
June 11, 2024
What to Expect From American College's New Tax CertificationThere are already more than 2,000 advisors on the waiting list for the forthcoming three-course program.
June 07, 2024
Supreme Court Rules Against Estate in Business Buy-Sell CaseA stock redemption agreement didn't offset the value of the life insurance used the arrangement, the justices found.
May 28, 2024
How Taxes Will Be Shaped by the 2024 ElectionsSome of the 2017 tax cuts expire next year, and a nasty battle is brewing about renewing them.