Retirement plan audit and contribution considerations
The evolving retirement plan landscape opens opportunities for companies to review employee compensation packages and consider changes to their plans.
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Bad debt tax deduction method proposed for financial institutions
Banks and insurance companies would see a simplification of their tax reporting of credit losses under proposed regulations.
Tax reporting and withholding: Planning for the year ahead
Learn about changes in U.S. tax reporting and withholding requirements and what you can do now to plan for upcoming 2024 deadlines.
Compensation and benefits planning can help you navigate an aging workforce
Considerations for structuring compensation and benefit plans that help companies minimize the costs and risks of retiring workers.
IRS and Treasury release guidance on tax credit for home energy audits
IRS and Treasury release guidance on tax credits for home energy audit expenditures claimed under the energy efficient home improvement credit.
IRS releases guidance on Roth catch-up contributions under SECURE 2.0
Notice 2023-62 provides an administrative transition period for Roth catch-up contributions to high-income individuals.
New Treasury guidance on IRA domestic content rules
New Treasury guidance on domestic content bonus credit provides clarity on new IRA provision for PTC and ITC.
Retirement plan changes for long-term, part-time employees
SECURE 2.0 changes the rules for how long-term, part-time employees are treated for purposes of 401(k) and 403(b) retirement plans.