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IRS Announces Deadline Relief for Taxpayers Impacted by Nebraska Wildfires

The Internal Revenue Service (IRS) has announced the postponement of certain tax-related deadlines for individuals and businesses in Nebraska affected by wildfires that began on March 12, 2026, and April 22, 2026.

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IRS Announces Applicable Federal Rates for September

The Internal Revenue Service has issued Revenue Ruling 2026-17 which contains the applicable federal rates for September 2026.

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Treasury Provides Investment Guidance on Trump Accounts

The Department of Treasury and Internal Revenue Service have released a proposed rule governing eligible investments for Trump accounts.

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IRS Proposes Changes to DB Minimum Funding Rules

The Internal Revenue Service has released proposed rule, Determination of Target Normal Cost and Funding Target for Single-Employer Defined Benefit Plans.

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IRS Issues Rollover Guidance Under SECURE 2.0

The IRS has issued Notice 2026-49, providing rollover guidance in accordance with section 324 of SECURE 2.0.

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PBGC Comments on FASB Market-Return Cash Balance Proposal

The Pension Benefit Guaranty Corporation has submitted comments to the Financial Accounting Standards Board regarding topic 715-30.

Defined benefit plan

Trump Account Employer Contribution Guidance Released

A proposed rule by the Department of Treasury and IRS addressing Trump account employer contributions and associated nondiscrimination testing requirements has been released.

IRS Guidance

IRS Announces Deadline Relief for Taxpayers Impacted by Mississippi Storms

The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Mississippi affected by Tropical Storm Arthur that began on June 18, 2026.

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IRS Announces Deadline Relief for Taxpayers Impacted by West Virginia Storms

The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in Lewis and Upshur counties in West Virginia.

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529 Distributions for Homebuyers Proposed in Senate

Senators John Husted (R-OH) and Michael Bennet (D-CO) have introduced S. 5227, the First-Time Home Buyer Empowerment Act.

Legislative updates 529 account

Enhanced Trump Account Enrollment for Newborns Introduced

Senators Shelley Capito (R-WV) and Jim Justice (R-WV) have introduced S. 5243, to provide for the automatic establishment of Trump accounts.

IRA Legislative updates

IRS Issues Notice on Saver's Match

The Internal Revenue Service (has issued Notice 2026-48, indicating that the Department of Treasury and IRS intend to issue proposed regulations regarding the Saver's Match contribution provision under SECURE 2.0.

Defined contribution plan IRA Legislative updates SECURE 2.0

IRS Releases Draft Form 5329

The Internal Revenue Service has posted 2026 draft Form 5329.

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IRS Posts 2027 Draft Forms W-4P, W-4R

The Internal Revenue Service has released the 2027 draft Form W-4P and 2027 draft Form W-4R.

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IRS To Issue Cycle 4 Opinion Letters Soon

The Internal Revenue Service has issued Announcement 2026-15, indicating that it intends to issue opinion letters for defined contribution pre-approved plans updating qualification requirements under Cycle 4.

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