Archive for June, 2023

Pass-through entity elections are here to stay: What you need to know

Pass-through entity elections are creating tax planning complexity. This article explains what you need to know and what you should do next.

New guidance from IRS on correction of errors in qualified retirement plans

The IRS released Notice 2023-43 to provide interim guidance on plan correction changes under SECURE 2.0 until Rev. Proc. 2021-30 (EPCRS) is updated.