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Whatever the outcome in November, taxpayers and their advisors should prepare for changes, an expert says.October 6
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While the contributions aren’t deductible, distributions such as earnings are tax-free to the designated beneficiary if they’re used to pay for qualified disability expenses.October 5
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The agency issued guidelines scaling back a tax break for client entertainment, following through on an element of President Trump’s 2017 tax overhaul.October 1
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The final regulation includes guidance on the requirements needed for properties to qualify for the deduction.September 22
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The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.July 22
Tax partnerFarella Braun + Martel
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The Internal Revenue Service and the Treasury Department issued proposed regulations Wednesday to update the income tax withholding rules for periodic retirement and annuity payments made after Dec. 31, 2020.May 27
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The Internal Revenue Service issued its annual inflation adjustment Wednesday for health savings accounts for 2021, at a time when many taxpayers are worried about their health in the midst of the novel coronavirus pandemic.May 20
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The Internal Revenue Service guidance caused some consternation among some small businesses and tax experts.May 14
Professor of accounting and chair of the School of BusinessMount Saint Mary College
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The Internal Revenue Service has posted information on how people who weren’t supposed to receive their economic impact payments for the novel coronavirus pandemic should return the money.May 6
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FSI aims for a pragmatic approach when advocating on behalf of more than 90 independent broker-dealers and 30,000 financial advisors, Deputy General Counsel Robin Traxler says in an episode of the Financial Planning podcast.April 7
