IRA

Regulatory and Legislative

IRS Announces Deadline Relief for Arkansas Storm Victims

The IRS has announced the postponement of certain tax-related deadlines for victims of Arkansas storms until November 3, 2025. 

April 15 2025

Regulatory and Legislative

IRA Bankruptcy Exemption Increases

Effective April 1, 2025, the maximum aggregate bankruptcy exemption amount for IRAs increased from $1,512,350 to $1,711,975. 

April 11 2025
IRA

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Virginia Severe Winter Storms and Flooding

The Federal Emergency Management Agency issued a Major Disaster Declaration on April 4, 2025, for Virginia severe winter storms and flooding. 

April 09 2025

Regulatory and Legislative

Proposal Expanding Disaster Relief to State Declared Disasters Passes Committee

Representatives David Kustoff (R-TN) and Judy Chu (D-CA) previously introduced H.R. 517 the Filing Relief for Natural Disasters Act. 

March 31 2025

Regulatory and Legislative

Beneficial Ownership Reporting Requirements Narrowed

A Department of Treasury and Financial Crimes Enforcement Network interim final rule has narrowed the requirements for who must file beneficial ownership information pursuant to the Corporate Transparency Act.

March 27 2025
IRA

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Oklahoma Severe Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on March 18, 2025, for Oklahoma Severe Storms, Straight-line Winds, Tornadoes, and Flooding. 

March 21 2025

Regulatory and Legislative

IRS Announces Deadline Relief for West Virginia Storm Victims

The IRS has announced the postponement of certain tax-related deadlines for victims of West Virginia severe storms, straight-lined winds, flooding, landslides and mudslides until November 3, 2025. 

March 18 2025

Regulatory and Legislative

IRS Announces Applicable Federal Rates for April

The IRS has issued Revenue Ruling 2025-08 which contains the applicable federal rates for April 2025. 

March 17 2025

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for West Virginia Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on February 26, 2025, for West Virginia severe storm, straight-line winds, flooding, landslides and mudslides.

February 27 2025

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Kentucky Storms

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on February 24, 2025.

February 26 2025
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