IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
Time for a 'Roth Review' With Retirement Plan Clients
By Melanie WaddellSecure 2.0 "provides new mandatory and new optional Roth issues to consider," ERISA lawyer Brad Campbell says.
February 21, 2024
Axcelus, John Hancock Top the Senate Finance Private Life RankingsRon Wyden, a critic, surveyed seven providers and collected data on the ultra-high-net-worth clients' policies.
February 20, 2024
IRS Collected $500M From Wealthy Tax CheatsThe agency also wants to boost in-person assistance this filing season, Commissioner Danny Werfel said.
February 16, 2024
Comments Close on IRS' Excise Tax Plan for Donor-Advised FundsThe proposed rule is intended to prevent misuse of DAFs by enforcing excise taxes on non-charitable distributions.
February 14, 2024
IRS Sets Saturday Office HoursFunding to expand the availability of taxpayer assistance centers comes from the Inflation Reduction Act.
February 14, 2024
Goods, Services and You: Get Ready for New IRS Reporting Rules in 2024Millions of taxpayers who generate income via online platforms may be receiving Form 1099-K for the first time.
February 14, 2024
10 Things to Know About Estate Planning for Cross-Border CouplesWhen one spouse is a noncitizen, the couple's heirs could be in for a big tax surprise.
February 13, 2024
Mastering the Art of Life Insurance Settlements and Taxation in 2024Here's a guide to how selling policies affects clients' taxes.