Proposed Regs for Disaster-Related Deadline Postponements
IRS Proposes Regulations for Automatic Deadline Postponements for Federally Declared Disasters
PPP Reopens the Week of January 11 2021
Paycheck Protection Program reopens the week of January 11, 2021.
Deadline Relief for Mississippi Hurricane Zeta Victims
The IRS has announced the postponement of certain tax-related deadlines for Mississippi victims of Hurricane Zeta.
IRS Releases 2021 Tax Year Reporting Forms 1099-R and 5498
The IRS has posted at its website the 2021 tax year version of Form 1099-R and Form 5498.
Investment Advice Fiduciary Class Exemption Published
Investment Advice Fiduciary Class Exemption Published, Effective Date Set
IRS Announces Deadline Relief for Alabama Hurricane Zeta Victims
The IRS announced the postponement of certain tax-related deadlines for Alabama victims of Hurricane Zeta.
DOL Issues Investment Advice Fiduciary Class Exemption
The EBSA has issued the long-awaited Prohibited Transaction Exemption providing guidance to investment advisors who counsel retirement and other investors.
Retirement Spotlight: IRS Releases Escheatment Guidance
This Retirement Spotlight summarizes Rev. Rul. 2020-24 and Rev. Proc. 2020-46 and explains how they interact with other IRS and DOL guidance.
Updated Life Expectancy Tables Published
The IRS has provided updated life expectancy tables.
IRS Updates Life Expectancy Tables for Determining RMDs
The IRS has issued a pre-publication version of final regulations that update life expectancy tables for determining RMDs for tax-qualified retirement savings arrangements.
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