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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
Taxpayers Receive Unemployment Compensation Refunds
On July 28, 2021, the Internal Revenue Service announced it is continuing to distribute refunds for previously taxed unemployment compensation. The American Rescue Plan Act of...
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Case of the Week
Southern Brat Delicious Lead Trust Bailout
Peter and Sue Olson were raised in the great North Country. After college, they were married, and Peter accepted a position with one of the nation's largest discount stores....
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Private Letter Ruling
IRS Denies Change of Exempt Status Request
Organization previously received exempt status under Sec. 501(c)(4) and applied for a change in exempt status to fall under Sec. 501(c)(3). Organization's purpose is to...
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Article of the Month
Designating Beneficiaries for Retirement Accounts, Part I
Introduction A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of...
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