Wednesday, October 23, 2013

How to handle a death

An Arizona law firm has posted a useful reference guide called What to do when someone dies. The tasks are listed in stages - what should be done immediately, within 24 hours, within a couple of weeks, etc.

Notice from IRS on reversing RMDs from retirement accounts

IRS notice 2020-51 has been released as additional "fine-tuning" of the provision in the CARES Act that excuses required minimum ...