…eligible for tax free rollover treatment since the custodian classified distributions as RMDs. Notice 2023-54 offers transitional relief for taxpayers in this situation by extending the 60-day rollover period to…
Julie is responsible for the day-to-day operations, as well as overseeing the development, planning and execution of the Firm’s strategic plan and vision. She also manages the Firm’s information technology,…
…net worth. Homeowner’s Insurance Considerations with a Revocable Trust Many individuals transfer ownership of their personal homes to a revocable trust as part of their estate planning process. If and…
…the IRS announced that the new annual distribution rules would not apply until 2025. Any beneficiary that did not take distributions in tax years 2021-2024 would not be assessed penalties…
…the Tax and Audit departments during his Summer Internship. This positive experience culminated in a Tax Busy Season internship during his final undergraduate semester, followed by a full-time offer from…
…for any tax period(s) in which it is applying for the Second ERC-VDP. Your business has not been notified that the ERC is subject to recapture for the tax period(s)…
Planning for changes to the Adjusted Taxable Income limit Starting in 2018, the Tax Cuts and Jobs Act (TCJA) introduced section IRC Section163(j) limitations around the deductibility of business interest….
…in their industries and enjoys connecting with them throughout the community. Taner joined Keiter in 2021 and is a Tax Senior Associate. He focuses on strategic tax planning and compliance,…
…changes? Keiter’s tax team will continue to update you on business tax planning opportunities and updates as the IRS releases guidance. This is an ideal time to consult your Keiter…
By Paul Staples, Tax Manager | Financial Services Industry Team New compliance requirements on taxpayers’ virtual currency investments For the first time in five years, the IRS has issued additional…