IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions Remain
By Melanie WaddellClients can now get 1099s for their qualified charitable distributions. Still, advisors must ensure clients follow the rules.
April 15, 2025
Make Tax Season the Starting Line for Year-Round PlanningOngoing conversations provide added value and an elevated experience for clients long after they file their returns.
April 14, 2025
Trump Tax Cut Extensions Are Far From a Done DealClients counting on the $14 million estate tax exemption should act now, Mercer’s head of wealth solutions says.
April 11, 2025
11 Common 529 Plan Questions, AnsweredThe educational accounts have a lot of potential but also come with a degree of complexity.
April 11, 2025
Trump Signs Bill Blocking IRS Crypto Tax RuleThe rule aimed to force some exchanges to provide tax information on transactions conducted on their platforms.
April 03, 2025
How to Help Clients Prepare for a Possible Estate Tax Exemption SunsetAdvisors and clients should prepare for the possibility that lawmakers' effort to renew the 2017 threshold falls apart.
April 02, 2025
Ex-Morgan Stanley Advisor Sentenced to 12 Years in Fraud SchemeJesus Rodriguez of El Paso, Texas, spent clients' money on himself, including a Lamborghini purchase, authorities found.
March 24, 2025
$500B in Lost Tax Revenue? Unlikely, Cato Scholar SaysThe gap between taxes owed and taxes paid has remained stable over time, Chris Edwards says.