IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
Quiz: Do You Know These Annuity Tax Facts?
By John ManganaroOnly the tax-savviest can ace this test, but all advisors can benefit from the refresher.
November 29, 2022
10 Top Annuity Bills of 2022, So FarThe one most relevant to retail advisors, the EARN Act, is still awaiting floor action.
November 21, 2022
Quiz: Do You Know These RMD Tax Facts?Tax-savvy advisors may ace the test, but others may find they learn a thing or two about this complex and evolving topic.
November 19, 2022
Help Clients Avoid the IRS 'Dirty Dozen'The end of the year is a great time to warn people about major tax traps.
November 15, 2022
Jury Convicts Ex-Broker Who Lived Lavish Lifestyle Instead of Paying TaxesJames Millegan concealed millions of dollars from the IRS, according to court documents.
November 11, 2022
Important Deadline Approaching for Clients Who Tapped 401(k)s During PandemicEnsure these clients are reaping the tax benefits afforded to them under the CARES Act.
November 08, 2022
Ex-Advisor to Pay $314K for Preparing False Tax ReturnsThe IRS filings included fake charitable contributions, unreimbursed business expenses and business losses, costing the government over $300,000 in tax revenues.
November 07, 2022
IRS Expands 401(k) Tax-Favored Approval Process to 403(b)sCertain groups can soon use the same IRS process as qualified retirement plans when applying for tax-favored treatment.