The IRS recently released updated the extension rules for 990-T tax returns that are required for certain self-directed IRAs. Learn more about the steps needed to claim the extension.
How do tax preparers best handle early retirement distribiutions? Learn more about General Penalty Waivers, Qualified Plan Waivers, IRA Waivers, and ROTH IRA's.
Early distributions from retirement plans have become a more frequent occurrence as clients struggle with protracted unemployment and underemployment. How can tax professionals make things less painful for clients going through hardships?