12/23/2025 10:03:50 PM IRS Updates FAQs on Premium Tax Credit By Katie Amin Today, the IRS issued updated FAQs in Fact Sheet 2025-10 related to changes to the premium tax credit made under the One Big Beautiful...
12/23/2025 2:49:09 PM CDC Adopts Part of ACIP’s Updated Recommendations for Hepatitis B Vaccine for Infants By Lisa Campbell On December 16, 2025, the Centers for Disease Control and Prevention ("CDC") adopted the Advisory Committee on Immunization Practices'...
12/18/2025 10:40:12 PM 2025 Required Amendment List Is Here By Elizabeth Dold Lou Mazawey The IRS issued its annual Required Amendment List ("RAL"), Notice 2025-60, that provides the deadline for certain law changes that impact...
12/18/2025 6:03:27 PM SEC Issues Marketing Rule Risk Alert on Testimonials and Third-Party Ratings By Lee Antone Caitlin Onomastico In helpful guidance to registered investment advisers, the SEC’s Division of Examinations issued a Risk Alert on December 16, 2025, with...
12/10/2025 2:24:52 PM Trump Accounts: Draft Form Available To Open Account/Elect Pilot Contributions By Elizabeth Dold Treasury and IRS are working quickly! Notice 2025-68 referenced pending Form 4547 that can be used to open a Trump account for eligible...
12/9/2025 7:09:49 PM IRS HSA Guidance Answers Some Questions But Raises Others By Christine Keller Katie Amin In Notice 2026-5, the IRS issued guidance on the expanded Availability of Health Savings Accounts under the One, Big, Beautiful Bill Act...
12/8/2025 3:12:58 PM ACIP Updates its Recommendation for Hepatitis B Vaccine for Infants By Lisa Campbell Michelle Koltov The Advisory Committee on Immunization Practices ("ACIP") of the Centers for Disease Control and Prevention ("CDC") met on December 4 and...
12/3/2025 2:54:26 PM Salary Deferrals to Trump Accounts - Happy Days! By Elizabeth Dold The IRS issued initial guidance regarding how Trump accounts work. As a reminder, Trump accounts, created under the One Big Beautiful...
11/22/2025 11:00:36 PM IRS Resumes Normal Operations By Katie Amin The IRS has resumed normal operations following the conclusion of the government shutdown. The IRS has fully resumed processing:...
11/21/2025 11:57:43 PM Tips and Overtime Guidance - How to Take a 2025 Deduction By Elizabeth Dold Employees (and their tax advisors) have been eagerly awaiting guidance on how to take advantage of the promised “no tax on tips and...
11/13/2025 5:16:29 PM 2026 Retirement Plan (and IRA) Limits Are Here! By Elizabeth Dold Finally – the 2026 Qualified Plan and IRA Limits are here - see Notice 2025-67. Most notably, for the new Roth catch-up requirement, the...
11/7/2025 2:13:16 PM Administration Announces New Lower GLP-1 Drug Prices By Katie Amin On Thursday, the Trump Administration announced agreements with pharmaceutical manufacturers Eli Lilly and Novo Nordisk to reduce the...