The Tax Professionals Blog
Backdoor and Mega Backdoor Roth Conversions
Backdoor and mega backdoor Roth conversions can unlock tax-free retirement savings for high-income clients. Learn the rules, risks, and planning strategies to maximize benefits.
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Highlights of Internal Revenue Bulletin 2026-14...
New IRB 2026-14 highlights proposed updates to arbitrage rules for tax-advantaged bonds, including rebate refund timing, transition rules, and reporting changes.
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QLACs: IRA Funding and Tax Benefits
Retirement planning involves more than saving; it's about strategically utilizing funds to maximize benefits during the later stages of life. One intriguing vehicle for managing retirement income is the Qualified...
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Highlights of Internal Revenue Bulletin 2026-13...
The latest IRS updates are here. IRB 2026-13 covers digital asset reporting, Trump account rules, depreciation limits, and foreign income waivers. Get the highlights.
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Keeping IRA Beneficiaries Up to Date
Keeping IRA beneficiaries up to date is key to smart estate planning. Learn how RMD rules, trusts, and life changes can impact distributions and taxes for your clients.
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Highlights of Internal Revenue Bulletin 2026-12...
New IRS updates are out. IRB 2026-12 covers employment tax form guidance and upcoming Section 987 foreign currency regulations. Here’s what tax pros should know.
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