IRS

Regulatory and Legislative

IRS Announces Deadline Relief for Texas Storms and Flooding

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, and flooding in Texas until February 2, 2026. 

July 10 2025

Regulatory and Legislative

IRS Posts Draft 2025 Instructions for Form 5329

The Internal Revenue Service has posted an updated draft 2025 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts. 

July 08 2025

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Texas Storms and Flooding

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on July 6, 2025.

July 07 2025

Regulatory and Legislative

IRS Posts Draft Form 4972, Used to Claim Special Tax Treatment for Employer Plan Distributions

The IRS has posted 2025 tax year draft Form 4972.

July 02 2025

Regulatory and Legislative

IRS Announces Deadline Relief for Missouri Storms

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, tornadoes, and flooding in Missouri. 

June 27 2025

Regulatory and Legislative

Kies Confirmed as Assistant Secretary for Tax Policy

The Senate voted to approve the nomination of Ken Kies as the assistant secretary for tax policy at the Treasury by a vote of 53-45. 

June 27 2025

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Tennessee Storms

The Federal Emergency Management Agency issued a Major Disaster Declaration on June 19, 2025, for Tennessee severe storms. 

June 23 2025

Regulatory and Legislative

IRS Announces Applicable Federal Rates for July

The IRS has issued Revenue Ruling 2025-13 which contains the applicable federal rates (AFR) for July 2025. 

June 18 2025

Regulatory and Legislative

IRS Issues Yield Curves and Segment Rates for DB Plans

The Internal Revenue Service has issued Notice 2025-35, which contains updated guidance on factors used in certain defined benefit pension plan minimum funding and present value calculations. 

June 13 2025

Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for Mississippi, Missouri, Oklahoma, and Texas

The IRS may also issue relief related to this disaster for certain tax-related deadlines. 

June 12 2025
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