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New August 31 Deadline To Return Required Minimum Distributions

Originally published on Forbes.com. Marty Davidoff of PragerMetis has given me a heads up to accommodations the IRS is making to follow through on the spirit of some of the relief that Congress has given taxpayers under the CARES Act and the SECURE Act. This is about...
Round Up Of My Student Loan Coverage

Round Up Of My Student Loan Coverage

I started covering student loans as part of my Occupy Wall Street coverage in 2011.  The coverage was from a big picture policy viewpoint.  I have now taken up a different approach.  I am going to study student loans from my viewpoint as a tax planner.  Frankly, I...
Who Is IRS Aiming At In Recent Partnership Notice?

Who Is IRS Aiming At In Recent Partnership Notice?

If you ever receive a K-1 from a partnership, send it to your accountant without looking at it and expect that your accountant is tracking things thoroughly, pay attention. If you do your own return, pay even closer attention. IRS efforts to tighten up partnership...