Monthly Archives: February 2020

2020 Legislative Changes to Efiling

On July 1, 2019, President Trump signed into law the Taxpayer First Act of 2019 (TFA), designed to improve the IRS’ interactions with us taxpayers by enacting changes to the IRS’s organizational structure, customer service, enforcement procedures, management of information … Continue reading

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We Are, After All, IRS Customers

The IRS as usual is patting its own back on how great they did customer service-wise during the 2019 tax season. The National Taxpayer Advocate (NTA) recently released its Annual Report to Congress and as is every year the reviews … Continue reading

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Series. Part 4 of 4. 2020 Legislative Changes to Retirement Plans.

This is the last of our four-part series: 2020 Legislative Changes to Retirement Plans. Just about two months ago, on December 20, 2019 President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) approved by the … Continue reading

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Self-employed Plans – SEP IRAs and SIMPLE

Series. Part 3 of 4. Self-employed Plans: SEP IRA and SIMPLE. We have talked about retirement vehicles: Traditional & Roth IRAs. Last week we talked about a garage they can be parked in: Employer-provided retirement plans. In this second to … Continue reading

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