On July 19, 2024, the IRS published final regulations regarding required minimum distributions (RMDs) from qualified plans. Required Minimum Distributions…
Each year statutory provisions require the IRS to adjust tax rates based on inflation. Although we're a bit tardy posting…
In a case to be argued on December 5, 2023, Moore v. United States, the question presented is whether the…
In Notice 2023-54, the IRS granted relief to individuals and retirement plans from taking required minimum distributions in 2023. This…
Until recently, the IRS has said little (if anything) regarding whether assets the beneficiary of an irrevocable trust receives get…
There are several steps in setting up a tax exempt organization. We're reviewing them here. However, this post is not…
H.R. 2617, commonly known as the Consolidated Appropriations Act, 2023 (which includes the SECURE Act 2.0), amended provisions in the…
February 18th is National Caregiver's Day! General News Sources: Will Social Security run out of money? Here's what could happen…
General Sources: Autism Society's Capital Connection 12-16-2021 (reviewing Build Back Better Act) National Health Care Spending in 2020: Growth Driven…
General News Sources: NAELA member Janet Colliton, CELA, wrote Eligible Charity Distribution can reduce taxes Lack of special ed teachers…