When Is a Home Sale Really Tax-Free? According to the National Association of Realtors, over four million existing U.S. homes were sold in 2025, with a median …
What OBBB Means for Your Clients’ Itemized Deductions Practitioner’s Tax Action Bulletin® February 2, 2026 The 2025 Act (also referred to as the One Big Beautiful Bill or …
As trust fund nears insolvency, SSA chief actuary shares options The Social Security Administration’s (SSA) Old-Age and Survivors Insurance (OASI) Trust Fund, which pays retirement benefits, is now projected to …
IRS Issues Updated Rollover Notices for Retirement Plan Distributions IRS Notice 2026-13 (Jan. 15, 2026) Available at https://www.irs.gov/pub/irs-drop/n-26-13.pdf The IRS has updated its safe harbor explanations for eligible rollover …
Can a Qualified Educational Assistance Program Be Used to Repay Employees’ Student Loans? QUESTION: Many of our company’s employees have student loans. Could we help them repay those loans using a qualified educational …