IRS
Get the latest news and insights on the Internal Revenue Services' tax laws, enforcement actions and related activities.
UBS Will Pay $511M to End Credit Suisse U.S. Tax Probe
By David VoreacosA bank unit pleaded guilty to conspiring to help clients hide over $4 billion from the IRS.
May 01, 2025
IRS Releases 2026 Contribution Limits for HSAsThe annual contribution limit for an individual under a high deductible health plan will be $4,400.
April 17, 2025
How Opening a Morgan Stanley Account Led to a Fraud ArrestThe firm alerted authorities after a Georgia man tried to deposit $32.5 million into a brokerage account, prosecutors allege.
April 15, 2025
Make Tax Season the Starting Line for Year-Round PlanningOngoing conversations provide added value and an elevated experience for clients long after they file their returns.
April 14, 2025
Trump Tax Cut Extensions Are Far From a Done DealClients counting on the $14 million estate tax exemption should act now, Mercer’s head of wealth solutions says.
April 11, 2025
11 Common 529 Plan Questions, AnsweredThe educational accounts have a lot of potential but also come with a degree of complexity.
April 11, 2025
Trump Signs Bill Blocking IRS Crypto Tax RuleThe rule aimed to force some exchanges to provide tax information on transactions conducted on their platforms.
April 03, 2025
How to Help Clients Prepare for a Possible Estate Tax Exemption SunsetAdvisors and clients should prepare for the possibility that lawmakers' effort to renew the 2017 threshold falls apart.