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    Month: July 2024

    Final Regs for RMDs

    The Treasury Department recently issued final regulations for required minimum distributions (RMDs) to reflect changes made by both the Setting Every Community Up for Retirement Enhancement (SECURE) Act, enacted in 2019, and the SECURE 2.0 Act, enacted in 2022. The final regulations are effective in 2025, and they retain the requirement that had been included in the previously proposed regulat...

    Beware of Scams Around Beneficial Owner Reporting

    The Corporate Transparency Act requires many business entities to report information about their beneficial owners in a brand-new government database. Search our tax news archive for “beneficial owner” to see our numerous earlier posts on this topic. Some practitioners and clients have been contacted by scammers who have tried to obtain sensitive information by mentioning this new requirem...