Higher threshold for Form 1099-K reporting among AICPA priorities

Higher threshold for Form 1099-K reporting among AICPA priorities

The AICPA’s 2025 tax priorities include increasing the reporting threshold for Form 1099-K to $10,000 from…

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Ed Slott: How Roth IRAs Can Help With Estate Planning

Ed Slott: How Roth IRAs Can Help With Estate Planning

Key Takeaways A Roth IRA can be accessed anytime for any reason and is tax- and…

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Trump Tax Cuts 2025: Budget Reconciliation

Trump Tax Cuts 2025: Budget Reconciliation

What is Budget Reconciliation? In 2017, Republicans used a procedure called budget reconciliation to pass the…

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‘Reckless’ or ‘responsible’: Missouri’s GOP tax plan sparks fierce debate | State News

‘Reckless’ or ‘responsible’: Missouri’s GOP tax plan sparks fierce debate | State News

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Your pre-tax IRA could provide tax planning opportunities

Your pre-tax IRA could provide tax planning opportunities

Songsak Rohprasit | Moment | Getty Images When saving for retirement, it’s easy to funnel money…

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Don’t Forget About State Taxes When Making Roth Conversions

Don’t Forget About State Taxes When Making Roth Conversions

Be careful of the bite of state taxes when doing a Roth Conversion. getty I love…

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