IRS Proposed Trump Account Rules Put New Compliance Tasks on Employers
39 stories · retirement, tax-law, states, income-tax
Newsletter
Issue archive
Every Sunday briefing as a page: what moved that week, the figures behind it and the deadlines that followed. 35 issues, oldest July 6, 2025.
A First $24,000 RMD Can Make Another $6,600 of Social Security Taxable
15 stories · retirement, tax-law, states, income-tax, investing, real-estate
Appeals Court Upholds $2.9 Million FBAR Penalty, Rejecting Excessive-Fines Challenge in Rund
8 stories · investing, tax-law, equity-comp, business-owners, retirement, estate
IRS Urges Extension Filers Not to Wait Until October 15
4 stories · income-tax, business-owners, estate
How Google's Founders and Other Billionaires Left $29 Billion of Tax Behind
8 stories · states, income-tax, investing, retirement, real-estate, charitable
IRS Proposes Four Standard Rollover Forms to Move 401(k) Money Without Paper Checks
4 stories · retirement, states, business-owners, equity-comp
Cerulli Expects $2 Trillion More in Private Funds Through Advisors, and K-1s Follow
3 stories · investing, business-owners, tax-law
Trump Accounts Go Live With a $5,000 Annual Limit and a Tax Profile Unlike a 529 or Roth
6 stories · retirement, charitable, real-estate, states, investing, estate
Halfway Through 2026, the $30 Million Couples' Exemption Is Live. Here Is How Families Are Using It
3 stories · estate, charitable, tax-law
IRS Letter Ruling Shows When a Family Foundation's Claim on Company Stock Begins
4 stories · charitable, states, retirement, income-tax
Rhode Island Enacts a 3% Surcharge on Income Over $1 Million, Phased In Starting in 2027
6 stories · states, equity-comp, retirement, investing, charitable, estate
Court Revives the 5% Safe Harbor for Wind and Solar Credits Weeks Before the July 4 Deadline
6 stories · business-owners, charitable, income-tax, investing, real-estate, equity-comp
IRS Sets 2027 HSA Limits at $4,500 and $9,000, Keeping the Triple Tax Break in Play
4 stories · retirement, tax-law, states
Georgia Lawmakers Cut the Income Tax to 4.99% and Raise Standard Deductions
6 stories · states, retirement, estate, tax-law, investing
Michigan's Proposed 5% Surtax on High Earners for Schools Misses 2026 Ballot
5 stories · states, income-tax, tax-law
Treasury Proposes Erasing 2025 Disclosure Rules for Partnership Basis-Shifting Deals
7 stories · business-owners, retirement, investing, income-tax
Retirement Industry Presses Treasury on Trump Account Rollovers and Providers
6 stories · retirement, business-owners, tax-law, income-tax, states, estate
Taxpayer Advocate Warns of a Rough 2026 as IRS Workforce Shrinks 27%
3 stories · tax-law, real-estate, charitable
Fifth Circuit Rejects IRS Test for Limited Partners' Self-Employment Tax
5 stories · business-owners, estate, income-tax, retirement, real-estate
IRS Opens Filing Season Jan. 26 as First Returns Under the 2025 Tax Law Add Schedule 1-A
3 stories · income-tax, real-estate, equity-comp
Fidelity's 2026 Playbook: Roth Conversions, a New Senior Deduction and RMD Timing
3 stories · retirement, income-tax
43 States Change Taxes on January 1: Ohio Goes Flat at 2.75%, North Carolina Falls to 3.99%
3 stories · states, equity-comp
New $1,700 Federal Credit for Scholarship Gifts Starts in 2027, but Only in States That Opt In
3 stories · charitable, tax-law, retirement
SpaceX Weighs a Share Sale at a Reported $800 Billion Value: How Employee Sellers Are Taxed
6 stories · equity-comp, estate, retirement, charitable
IRS Opens 2026 Filing-Season Prep as a Wave of New Tax Rules Nears Jan. 1
3 stories · income-tax, charitable
Medicare Part B Rises to $202.90 in 2026, With Surcharges Up to $689.90 for High-Income Retirees
5 stories · retirement, states, investing, estate
Tesla Approves Musk's 423 Million-Share Award: How Performance Stock Is Taxed
5 stories · equity-comp, tax-law, states
Navan Sinks 20% in Nasdaq Debut, Leaving Equity Holders Taxed at a Price the Market Rejected
3 stories · equity-comp, states
Social Security Wage Base Rises to $184,500 in 2026 as Benefits Get a 2.8% COLA
3 stories · retirement, business-owners
OpenAI's $6.6 Billion Employee Share Sale Leaves Sellers With a Sizable Tax Bill
6 stories · equity-comp, real-estate, business-owners, charitable, tax-law, investing
Fidelity Counts a Record 595,000 401(k) Millionaires as Savings Rate Hits 14.2%
3 stories · retirement, investing, equity-comp
IRS Opens Door for Small Businesses to Deduct R&D Costs Back to 2022
3 stories · business-owners, states, tax-law
IRS Commissioner Billy Long Removed After Two Months as Bessent Becomes Acting Chief
4 stories · tax-law, retirement, income-tax, business-owners
Missouri Becomes First State to Fully Exempt Capital Gains From Individual Income Tax
4 stories · states, equity-comp, estate
Trump Signs Tax Law Locking In 37% Top Rate, $15 Million Estate Exemption, $40,000 SALT Cap
4 stories · tax-law, retirement, investing, estate