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eTax Alerts

Student Loan Payments and the 401(k) Match: An Opportunity to Help Employer Clients

7 min read
Help employer clients keep workers' retirement match intact. Learn how SECURE 2.0's student loan match and IRC 127 assistance work together.
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Recent Etax Alerts

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The 2026 Social Security Trustees Report

8 min read
The 2026 Trustees Report is the first to absorb OBBBA. Learn what changed on the

The California Refund Theory That Never Had a Chance (Kim v. United States, No. 1:26-cv-00157 (Fed. Cl. May 21, 2026)

2 min read
The state-citizen-only tax dodge resurfaces in Kim v. United States, and the court dismisses it

Employer Contributions to Trump Accounts: Proposed Regulations Tell Employers How

7 min read
Employers can now fund Trump accounts up to $2,500 per employee tax-free. Proposed regs spell
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Saver’s Match Replaces the Saver’s Credit in 2027

4 min read
Starting in 2027, the Saver's Credit becomes real money. Learn how the 50% Saver's Match
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California Corner: California Clarifies When a Discretionary Trust Becomes Taxable

2 min read
FTB Legal Ruling 2026-01 clarifies when California can tax an out-of-state trust with a resident

The Tax Practitioner’s Role in Preventing Medicaid Gifting Mistakes

8 min read
The gift tax annual exclusion is no Medicaid safe harbor. Learn how routine gifts trigger

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