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Internal Service Revenue Notice 2020-51 – Updated Guidance Regarding Retirement Plans

Treasury issued Notice 2020-51 today on CARES Act § 2203, the 2020 Waiver of Required Minimum Distributions (“RMDs”) that contained important (and in part some surprising) guidance. Here are some of these important points....more

U.S. – CARES Act Waiver of 2020 Required Minimum Distributions

The Coronavirus Aid, Relief, and Economic Security, or “CARES Act” - the third emergency bill that Congress has passed in response to the novel coronavirus (COVID-19) pandemic - was signed into law on Friday, March 27, 2020....more

The Effect of Tax Changes On Transfers from IRAs to Charity

The Tax Cuts and Jobs Act of 2017 (TCJA) eliminated all miscellaneous itemized deductions that are subject to the 2% floor, capped state and local taxes deduction at $10,000, and doubled the standard deduction for single...more

New Tax Law Impact on Individual Deductions

The Tax Cuts and Jobs Act of 2017 (TCJA) eliminated all miscellaneous itemized deductions that are subject to the 2% floor, capped state and local taxes deduction at $10,000, and doubled the standard deduction for single...more

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