IRS

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Several Disasters

The Federal Emergency Management Agency issued Major Disaster Declarations on May 29 for several storms. 

June 01 2026

Regulatory and Legislative

Treasury Announces Launch of Trump Accounts App

The Treasury Department has announced the launch of the Trump Accounts mobile app. 

May 28 2026

Regulatory and Legislative

Guidance Issued on Long-Term Care Distributions Under SECURE 2.0

The Internal Revenue Service has issued Notice 2026-33, to provide guidance on qualified long-term care distributions for long-term care insurance premiums pursuant to Section 334 of SECURE 2.0.

May 22 2026

Regulatory and Legislative

IRS Provides Alternative Method for Nonbank Trustee Rule Compliance

The Internal Revenue Service has issued Notice 2026-32, titled “Alternative Method for Carrying Broker-Dealers to Comply with Certain Nonbank Trustee Rules”. 

May 22 2026

Regulatory and Legislative

IRS Announces Applicable Federal Rates for April

The Internal Revenue Service has issued Revenue Ruling 2026-11 which contains the applicable federal rates for June 2026. 

May 18 2026

Regulatory and Legislative

IRS Updates Yield Curves and Segment Rates for DB Plans

The Internal Revenue Service has issued Notice 2026-31, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations. 

May 18 2026

Regulatory and Legislative

IRS Issues 2026 Cumulative List of Changes for Pre-Approved DB Plans

The Internal Revenue Service has issued Notice 2026-34 which includes the Cumulative List of Changes for Pre-Approved Defined Benefit Plans.

May 15 2026

Regulatory and Legislative

Sooner State to Provide Trump Account Contributions to Oklahoma Kids

A bill signed into law by Oklahoma Governor Kevin Stitt would provide an additional Trump account contribution for Oklahoma kids. 

May 13 2026

Regulatory and Legislative

IRS Issues Draft Instructions for Form 5498-TA

The Internal Revenue Service has posted draft Instructions for Form 5498-TA, Trump Account Contribution Information.

May 07 2026

Regulatory and Legislative

IRS Announces Deadline Relief for Taxpayers Impacted by Wildfires in Southeast Georgia

The Internal Revenue Service has announced the postponement of certain tax-related deadlines for individuals and businesses in parts of Southeast Georgia that were affected by wildfires and straight-line winds that began on April 18, 2026. 

May 07 2026