The IRS now treats specified CRAT deals as listed transactions. Learn the low-basis pattern to screen for and the disclosure rules.
Recent Taxbytes
2 min read
Are your clients thinking about Donor-Advised Funds (DAFs)? An interesting report dropped this week showing
2 min read
Does the craziness of the last two filing seasons coupled with the distinct possibility that
2 min read
Today, President Biden announced Daniel “Danny” Werfel as his pick to serve as the next
2 min read
The IRS announced today that it is expanding its approval program for certain retirement plans.
2 min read
The new Acting IRS Commissioner set to take the reins this month discussed the future
2 min read
If you’ve had a chance to review the draft 2022 Partnership Instructions for Schedules K-2 and
1 min read
The IRS on October 21 issued Notice 2022-55, providing cost-of-living adjustments affecting dollar limitations for





