IRS Updates
Stay on top of the most recent information from the IRS that can impact your clients.
How Trump’s Tax and Spending Bill Affects Clients, Small Businesses
By Robert Bloink and William H. ByrnesIt's critical for advisors to understand the extended, enhanced and entirely new provisions in the legislation.
May 27, 2025
Taxes Due June 16 for Taxpayers Living AbroadThe deadline applies to both U.S. citizens and resident aliens, including those with dual citizenship.
May 20, 2025
IRS Posts Ruling on Individual Retirement AnnuityThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.
May 16, 2025
The Hottest Tax Legislation Debate Isn’t In WashingtonJoin Professors Byrnes and Bloink on June 11 for a fierce, but friendly, debate about tax policy.
March 24, 2025
Tax Revenue on Track to Fall $500B in 2025: ReportAnonymous IRS officials told the Washington Post that they expect a 10% decline in tax receipts.
March 05, 2025
IRS Plans to Cut Thousands of Workers by MailThey came to work prepared for an email announcement. Due to a glitch, many never received it.
January 22, 2025
IRS' New Roth Catch-Up Contribution Guidance: The DetailsHere's what 401(k) advisors and employers should know about the long-awaited proposed regs.
January 15, 2025
How Tax Rules for the New Annuity Spigots Might WorkLife insurers are trying to create a new class of income planning tools.