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The agency pushed back required minimum distributions for most beneficiaries again for 2023, but the old "stretch" strategy is long gone.
August 3 -
Tax experts testified during a hearing about the Employee Retention Credit and the issues they and their clients are facing.
July 28 -
The Internal Revenue Service has caught up on much of the pile of unprocessed tax returns, but it's still not back to normal.
May 15 -
The IRS's $80 billion in new funding means more scrutiny of higher earners.
May 1 -
While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.
April 16 -
Four forms in particular contain insights to a client's financial life and how to serve them better. We explain them here.
April 14 -
From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.
April 12 -
Taxpayers who filed early this year and reported state tax refunds they received in 2022 as taxable income should consider filing an amended return.
April 11 -
The service's Criminal Investigation unit investigated 975 tax and money laundering cases related to COVID-19 with fraud totaling $3.2 billion.
March 23 -
Contributions to 401(k)s and IRAs now can reduce your 2022 taxes soon due this filing season. Here's what advisors, many of whom can themselves benefit, need to know.
March 7