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In this episode, guests Amy Miller and Alex of the AICPA Tax Policy & Advocacy Team share updates and provide insights into the areas the team is closely watching and working in. Here's what they cover: Update on virtual-related tax issues @ 03:20 Insights on partnership tax basis capital reporting @ 07:45Form 1065 instructi...

As the fast-moving tax reform train continues to pick up speed, Travis Lucas joins host Damien Martin in boiling down the thousands of pages of recently introduced proposed legislative text. Find out what the tax proposals might mean for you, your business, and your family.

Taking retirement account distributions prior to age 59-1/2 is often seen as an off-limits option for many account owners. However, using the IRC §72(t) payment exception can be a helpful tool in managing cash flow in early retirement years.

The widely anticipated SECURE 2.0 Act of 2022 became law in December 2022 as part of the omnibus spending bill passed by the U.S. Congress. The legislation outlines a wide variety of updates to retirement plan rules for individuals and plan sponsors alike. Some of the changes take effect in 2023 while other changes will phase in over the next sever...