Sep 4, 2026
In this episode:
- IRA Rollovers — Rolling over traditional 401(k)s and IRAs, converting traditional IRAs to Roth IRAs, required minimum distributions, and estate planning considerations.
- Natural Disaster Tax Relief — New federal legislation easing casualty loss write-offs for qualified disaster victims, including timing and eligibility details.
- Corporate Transparency Act Update — Final ruling on beneficial ownership reporting requirements and what it means for US companies.
- Cybersecurity & Scam Prevention — Ongoing threats from cyber thieves targeting taxpayer data, reminders to use secure portals, and general vigilance against phishing and fraud.
- Proposed Restrictions on Refundable Tax Credits — Proposed regulations that would deny certain refundable credits (EITC, child tax credit, etc.) to immigrants who are not qualified aliens, and the legal challenges ahead.