IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
IRS Offers Some Micro Captive Users 'Limited Settlement Offers'
By Allison BellTaxpayers who have not received the letters 'are not eligible for this resolution,' officials say.
August 29, 2019
Ed Slott: IRS Ruling Could Alter RMD TimingA ruling on uncashed distribution checks may require advisors to be more careful with RMDs.
August 19, 2019
IRS Posts Charitable Lead Annuity Trust Letter RulingThe case deals with a CLAT set up so that the annuity benefits term depends on the initial value of the trust assets.
August 15, 2019
Using Insurance to Help Wealthy Clients 'Disinherit the IRS'Beverly Hills advisor Matthew Celenza tells ThinkAdvisor about his insurance-focused approach, which he's rolling out to other RIAs.
August 13, 2019
5 IRS Asset-Based Annuity Fee Ruling PossibilitiesOne key point: Great American Life has a letter, too.
August 12, 2019
Fee-Based Annuities Get IRS NodIn a private letter ruling, IRS said advisory fees could be paid out of annuities without being taxed.
August 12, 2019
IRS Rules for Nationwide and Lincoln on Annuity Advisory FeesThe rulings could help insurers pay the investment advisers directly, without changing the contract holders' tax bills.
August 09, 2019
IRS Posts Tax Help for Life InsurersRevenue Procedure 2019-34 will help insurers account for how they pay you.