The recently enacted ability to transfer $35,000 of funds from a Sec. 529 plan to a Roth IRA can not only rescue funds “trapped” as education funding once they are no longer needed but can also provide a generous head start on beneficiaries’ assets for retirement.
July 2024 - The Tax Adviser
TAX CLINIC
credits against tax
expenses & deductions
FOREIGN INCOME & TAXPAYERS
COLUMNS
TAX PRACTICE & PROCEDURES
DC CURRENTS
TAX PRACTICE MANAGEMENT
2025 tax software survey
AICPA members in tax practice assess how their return preparation software performed during tax season and offer insights into their procedures.
