2020 – 09/29

Final IRS regulations have been issued on the federal income tax withholding for certain periodic retirement and annuity payments. The […]

The CARES Act made changes to excess business losses that affect those who hold an interest in a business (or […]

Final guidance is available for decedent’s estates and non-grantor trusts on the treatment of certain deductions. The Tax Cuts and […]

The CARES Act, which was signed into law on March 27, authorizes a $300 “above-the line” charitable tax deduction for […]

The IRS clarifies how recent changes affect an insured person’s basis in a life insurance contracts. Generally, the adjusted basis […]

Oct. 15 isn’t just the deadline for filing certain extended federal tax returns, but also for other important actions. For […]

The IRS is automatically waiving an estimated tax penalty for eligible 2018 tax filers. The waiver applies to taxpayers who […]

For investors, fall is a good time to review year-to-date gains and losses. Doing so can help you determine whether […]