Resources

The Internal Revenue Service has released 2026 Form 945, Annual Return of Withheld Federal Income Tax, and correlating instructions.

The Internal Revenue Service has released a draft 2027 tax year Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations.

The Treasury Department and Internal Revenue Service (the Agencies) have issued proposed regulations governing employer contributions to Trump accounts.

Representatives Greg Steube (R-FL) and Jimmy Panetta (D-CA) have introduced H.R. 10944, the Homeownership Opportunity Act, legislation to allow penalty-free distributions from workplace retirement savings arrangements for down payment and closing costs when purchasing a primary residence.

Small business owners looking to implement a retirement plan for their small business commonly decide a SIMPLE IRA is a good savings vehicle for them to start out with; it’s a low-cost option that is pretty easy to run and offers employees a place to save for retirement. However, as the business grows and business owners start to experience limitations in the plan, many outgrow their SIMPLE IRA and begin to think about upgrading to a 401(k) plan.

The Internal Revenue Service (IRS) has announced the postponement of certain tax-related deadlines for individuals and businesses in Texas affected by severe storms that began on July 14, 2026.

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on October 27, 2026, for Florida Hurricane Isaias, for the incident period of October 6, 2026, through October 12, 2026.

The Internal Revenue Service has released a draft 2027 tax year Publication 15-A, Employer's Supplemental Tax Guide (Supplement to Publication 15, Employer’s Tax Guide).