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IRS (Permanently) Allows Digital Signatures for Section 83(b) Elections

Good news ­– the IRS announced that it will allow taxpayers to make and file Section 83(b) elections with a digital signature. This decision makes permanent a practice that the IRS temporarily allowed during the COVID-19...more

IRS Cautions Plan Sponsors of ESOPs

As part of SECURE 2.0, Congress directed the Department of Labor to develop an employee ownership initiative to encourage and incentivize employee ownership in the companies they work for. Last month, the Department of Labor...more

More Relief from RMD Rules in 2023

The IRS provided more transitional relief in Notice 2023-54 (“2023 Notice”) for certain required minimum distributions (“RMDs”).  The 2023 Notice extends the transitional relief that the IRS previously issued in Notice...more

Taxation of Infertility Treatments and Surrogacy Benefits

Many people, for one reason or another, are unable to start or expand a family. Some people look to assisted reproductive technologies (“ARTs”) to conceive a child. These ART treatments include in vitro fertilization...more

Transition Relief for Certain RMDs before 2023

The IRS has published transitional relief in Notice 2022-53 (the “Notice”) for required minimum distributions (“RMDs”) to certain beneficiaries who may not have anticipated the IRS’s interpretation of the RMD rules announced...more

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