IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
February 14, 2024
10 Things to Know About Estate Planning for Cross-Border CouplesWhen one spouse is a noncitizen, the couple's heirs could be in for a big tax surprise.
February 13, 2024
Mastering the Art of Life Insurance Settlements and Taxation in 2024Here's a guide to how selling policies affects clients' taxes.
February 08, 2024
How to Opt Out of Inheriting an IRABeneficiaries seeking to avoid gift and income tax consequences can execute a "qualified disclaimer" to decline the inheritance.
February 07, 2024
Top 15 Cities Where High-Income Households Are BoomingSmartAsset researched where up-and-coming alternatives to established areas of wealth may be popping up.
February 07, 2024
12 Filing-Season Tax Facts for 2024These must-knows can help you answer clients' questions and get them organized.
February 06, 2024
Long-Awaited Secure 2.0 RMD Guidance, and More, Expected This YearClarity on a number of retirement provisions could come soon, former Treasury official J. Mark Iwry tells ThinkAdvisor.
February 02, 2024
Debate: Has IRS Guidance Helped Make the Case for Emergency Savings Accounts?Under Secure 2.0, this optional feature can be added to defined contribution retirement plans.
February 02, 2024
Reimbursement Powers This Health Coverage SolutionICHRAs can both control employers' costs and offer employees the flexibility to choose their own insurance plans.
February 02, 2024
Why Life Insurance Assets Might Still Be Safe From CongressCarmi Margalit, S&P's life head, said cutting inside buildup looks ugly up close.
January 29, 2024
9 RMD Insights for Tax Season 2024Many retirement planning topics are complex, but the calculation and timing of required minimum distributions is particularly tricky.