Spidell’s Federal Taxletter®
Planning and strategy for your most valuable clients
Spidell’s Federal Taxletter® is a monthly newsletter plus a searchable online archive of back issues that keeps you at the leading edge of the issues that will impact your clients, from healthcare to trusts and from LLCs to virtual currencies.
Recent articles address important issues:
- IRS releases new Form 7217 for reporting property distributed by partnerships (November 2024)
- IRS removes punitive basis reporting rule for estate beneficiaries (November 2024)
- Expanded ERC relief for erroneous credit claims (November 2024)
- Be wary of deathbed property transfers (November 2024)
- IRS opens second ERC Voluntary Disclosure Program (October 2024)
- “Large” company exemption from beneficial ownership reporting mandate (October 2024)
- SECURE 2.0 Act provisions that may affect Form W-2 (October 2024)
- IRS is processing more Employee Retention Credit claims (September 2024)
- New beneficial ownership reporting guidance issued (September 2024)
- Multifactor authentication is a requirement for tax professionals (September 2024)
- IRS drops multiple types of digital asset reporting guidance (August 2024)
- IRS issues proposed regulations for post-2024 energy credits (August 2024)
- FBAR and FATCA reporting requirements (August 2024)
- Planning considerations for clients with annuities (August 2024)
*Customer service representatives available Monday through Friday 7:00 a.m. to 5:00 p.m. PT.
Useful Tools
Get topic-driven special reports, client-ready letters, helpful checklists, and e-mails to enhance your practice — FREE with your subscription!
Topics include:
- Identity theft and how it can affect tax returns
- Reverse mortgages
- Tricks and traps of IRAs
- Tax planning client letter and e-mail
- Depreciation
- Lending to family members
- Health savings accounts (HSAs)
Trusted by tax pros
Laguna Beach, CA
Online Searchable Database
Get access to an archive of hundreds of articles dating back to 2009. Do a keyword search, bookmark, and do a search-within-a-search!
Your Solutions Resource
- Income Tax
- Tax Deductions
- Tax Credits
- Paying Tax
- Estates & Trusts
- Retirement Planning
- Health Care
- Social Security
- Medicare/Medicaid
- Investing
- Asset Protection
Guarantee of excellence
Your satisfaction is our priority. If you are not completely satisfied with Spidell’s Federal Taxletter® in any way, at any point in time during the coming year, we will provide you with a full refund, hassle-free. Guaranteed.
