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Under the proposed regulations, funds can only be invested in eligible investments beginning when the account is established until the beneficiary turns 17.
August 20 -
The Internal Revenue Service and the Treasury Department offered guidance on rollovers between retirement plans and individual retirement accounts.
August 12 -
The proposed regulations clarify nondiscrimination requirements for employers offering Trump account contribution programs and dependent care assistance.
August 11 -
The IRS and the Treasury issued guidance on the permanent extension of the employer tax credit for paid family and medical leave under the OBBBA.
August 5 -
Views differ on whether prediction market payouts, structured as investments, should be taxed as gambling winnings or proceeds from financial instruments.
July 14 -
Final regulations on Section 1035 insurance exchanges eliminate problems from earlier regulations that affected corporate reorganizations and death benefits.
July 10 -
If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.
July 9
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The tax-writing House Ways and Means Committee held a hearing to consider and pass eight bills related to tax administration and the Internal Revenue Service.
July 1 -
There's a safe harbor for gift tax reporting, but the American Institute of CPAs recommends families educate themselves as the accounts go live July 4.
June 29 -
The Excel-based calculator can help companies working on large, multiyear construction or manufacturing projects compute the interest for the contracts.
May 29 -
Tax delinquency is increasing among federal government employees as well as retirees, according to a new report.
May 11 -
The expansion of cryptocurrency, stablecoins and tokenized assets means more complexity at tax time, including a brand-new form to manage: 1099-DA.
April 1
LPL Financial -
More than 1.2 million taxpayers only have until April 15 to claim a total of approximately $1.2 billion in refunds for tax year 2022.
March 20 -
The new IRS Tax Withholding Estimator accounts for changes to tax credits and deductions introduced by the One Big Beautiful Bill Act.
March 12 -
The Internal Revenue Service has released its annual list of the 12 most dangerous tax scams, including a new long-term capital gains credit scam, bad advice on social media, and more.
March 10 -
The pilot program for the new Trump accounts will deposit $1,000 into the accounts of children born between 2025 and 2028.
March 6 -
The Pinpoint Policy Institute's public campaign against the Institute for the Fiduciary Standard reflects a mysterious phase of the ongoing debate on private investments in 401(k) plans.
March 2 -
The new Schedule 1-A and updated instructions enable taxpayers to claim the new tax breaks for tips, overtime, car loans and senior citizens for tax year 2025.
March 2 -
The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.
January 28 -
The IRS Criminal Investigation unit cited its top cases that led to multiyear prison sentences and multimillion-dollar financial settlements for tax crimes.
December 26


















