Topics: Retirement Planning
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Roth Catch-Up 2026: The SECURE 2.0 Rule for 401(k) Sponsors
The Roth catch-up 2026 rule forces high earners age 50+ to make 401(k) catch-up contributions as Roth. See what plan sponsors and auditors must…
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FASB Cash Balance Plan Proposal and Your Defined Benefit Plan Audit
FASB has proposed using the assumed interest crediting rate as the discount rate for market-return cash balance plans. Here is what it means for…
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Kwong v United States: COVID Tax Penalty Refunds
Kwong v United States may suspend COVID-era tax deadlines through July 2023, opening penalty refund opportunities. Learn who qualifies.
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One Big Beautiful Bill Act: Impact on U.S. Energy Projects
The One Big Beautiful Bill Act imposes new tax credit deadlines, FEOC restrictions, and fossil fuel incentives that reshape U.S. energy project development starting…
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Trump Accounts Explained: The New IRA for Kids
Trump accounts let families save up to $5,000/year for kids under 18. Learn eligibility, contribution limits, investment rules, and distributions.
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Required Minimum Distributions: Rules and Tax Strategies
Required minimum distributions start at age 73. Learn the RMD rules, deadlines, and tax strategies to reduce your retirement withdrawal burden.
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529 Plan Conversion to Roth IRA
Learn how to convert 529 plan funds to a Roth IRA under the SECURE 2.0 Act, including the 15-year rule and $35,000 lifetime limit.
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Connelly v. United States: Impact on Buy-Sell Agreements
Connelly v. United States made life insurance proceeds a taxable corporate asset. See how this ruling changes buy-sell agreement planning.
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Stock Purchase vs Asset Purchase: Tax and Legal Differences
A stock purchase vs asset purchase differs in tax treatment, liability exposure, and deal complexity. Learn which structure benefits buyers and sellers.
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Year-End Tax Planning: How to Cut Your Tax Bill Now
Year-end tax planning can lower your business and individual tax bill. Use this checklist of deductions, credits, and strategies before December 31.