This week we’re discussing the mega backdoor Roth and what’s required to be able to take advantage of this strategy.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_08-08-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/using-the-mega-backdoor-roth-strategy

This week we’re covering the five-year rule for Roth IRA contributions and payouts, and which contributions start the five-year period.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_08-01-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-the-five-year-rule-for-roth-ira-contributions-and-payouts/

This week we’re covering the income tax and self-employment tax reporting requirements for taxpayers who receive a minister’s housing allowance.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_07-25-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-income-versus-self-employment-tax-reporting-for-ministers-housing-allowance

This week we’re covering a tax professional’s responsibility when it comes to the Employment Retention Credit and studies prepared by another firm.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_07-18-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-are-you-ready-for-employee-retention-credit-audits

This week we’re talking about §1031 exchanges and when it might be a good idea not to enter into an exchange transaction.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_07-11-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-when-to-avoid-1031-treatment

This week we’re covering when a collaboration actually becomes a partnership, because there are distinct factors that courts will look at if the issue arises.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_07-04-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-when-does-collaboration-become-a-partnership

This week we’re discussing which solar energy credits taxpayers can take if they have residential properties with some business use.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_06-27-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-solar-energy-credits-for-residential-and-business/

This week we’re discussing the rules for self-rentals for the purposes of IRC §199A.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_06-20-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-are-you-claiming-the-right-199a-deductions-for-self-rentals

This week we’re talking about the information you can get off of a Form 5498 and how to turn this information into planning opportunities for your clients.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_06-13-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-using-form-5498-for-planning-opportunities

This week we’re covering a SECURE 2.0 Act provision that goes into effect in 2024 affecting catch-up contributions for highly compensated employees.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_06-06-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-catch-up-contributions-to-employer-sponsored-retirement-plans

This week we’re covering foreign pensions and when there is an FBAR and FATCA reporting requirement.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-30-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-do-you-have-to-file-an-fbar-for-a-foreign-retirement-plan

This week we’re covering restricted stock units, or RSUs, and some of the basics of this type of stock.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-23-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-the-basics-of-restricted-stock-units

This week we’re covering certain costs for nutrition and general health that may be deducted as medical expenses, as well as costs incurred by taxpayers who travel abroad for medical treatment.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-16-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-deductibility-of-certain-medical-costs/

This week we’re discussing some considerations when choosing a trustee.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-09-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-considerations-when-choosing-a-trustee

This week we’re covering the new beneficial ownership reporting requirement that will affect a large number of entities.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-02-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-new-beneficial-ownership-reporting-will-affect-millions-of-entities

This week we’re covering two of the clean vehicle credits and how to choose between them if a vehicle is eligible for both.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_04-25-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-navigating-the-clean-vehicle-credits-maze

This week we’re discussing solar tax incentives that were expanded under the inflation Reduction Act.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_01-31-23_2.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-solar-tax-incentives-expanded-under-ira-22

This week we’re covering some of the basics of incentive stock options and how and when to recognize income.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_01-24-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-incentive-stock-options-the-basics

This week we’re covering a Notice and some FAQs the IRS released regarding the new Clean Vehicle Credit.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_01-17-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-irs-issues-guidance-on-new-clean-vehicle-credit

This week we’re covering a few of the SECURE 2.0 Act provisions that go into effect in 2023.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_01-10-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-secure-2-0-act-provisions-going-into-effect-in-2023

This week we’re covering one of the provisions of the new SECURE 2.0 Act, which deals with §529 plan rollovers to Roth accounts.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_01-03-23.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-secure-2-0-allows-for-529-plan-rollovers-to-roth-accounts

This week we’re covering the advantages and disadvantages of the married filing separate filing status.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_12-27-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-mfs-versus-mfj-a-primer

This week we’re discussing a Revenue Procedure that provides for a simplified accounting method change for research expenses.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_12-20-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-simplified-accounting-method-change-available-for-research-expenses

This week we’re covering the Schedules K-2 and K-3 domestic partnership exemption, which has been expanded and revised.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_12-13-22-1.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-schedule-k-2-k-3-domestic-partnership-exemption-expanded-and-revised

This week we’re covering the IRS’s new online filing system, which is expected to launch in early 2023.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_12-06-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-irss-new-online-1099-filing-system-on-track-to-launch

This week we have some tax planning tips to consider before the end of the year.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_11-29-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-consider-these-year-end-tax-planning-moves

This week we’re covering some relief provided by the IRS from the proposed required minimum distribution rules.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_11-22-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-irs-provides-relief-from-proposed-required-minimum-distribution-rules

This week we’re discussing the new research and development rules and how these rules may mean an increase in taxes for some taxpayers.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_11-15-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-making-a-timely-estate-tax-portability-election

This week we’re discussing the new research and development rules and how these rules may mean an increase in taxes for some taxpayers.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_11-08-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-remember-new-randd-deduction-rules-when-planning-fourth-quarter-estimates

This week we’re covering a filing exception for Schedules K-2 and K-3 for certain domestic partnerships.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_11-01-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-draft-form-instructions-provide-welcome-k-2-k-3-filing-relief

This week we’re covering the recent cost of living adjustment for Social Security benefits, how this may affect the taxability of these benefits, and some tax planning strategies.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_10-25-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-large-cost-of-living-adjustment-for-social-security-announced

This week we’re discussing final regulations that change the way health care plan affordability is determined for spouses and dependents.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_10-18-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-final-regulations-expand-eligibility-for-premium-tax-credits

This week we’re covering excess IRA contributions and application of the excise tax.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_10-11-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-excess-ira-contributions/

This week we’re covering employer health insurance mandate letters that the IRS is sending to initiate assessing employer shared responsibility payments.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_10-04-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-irs-sending-employer-health-insurance-mandate-letters/

This week we’re discussing when a period of nonqualified use would limit the amount of gain on the sale of a principal residence that’s excludable from income.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_09-27-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-121-exclusion-limited-when-vacation-or-rental-property-converted-to-personal-residence

This week we’re talking about the basics of Series I bonds, which come with a number of benefits and can be purchased using a tax refund.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_09-20-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-interest-is-growing-in-series-i-bonds

This week we’re covering superseding returns and some things to keep in mind when filing these returns.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_09-13-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-superseding-returns-just-got-easier-to-file

This week we’re talking about the SECURE Act and how it changes the inherited IRA rules.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_09-06-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-secure-act-brings-big-changes-to-inherited-iras

This week we’re covering the new student loan debt relief plan, including some open questions regarding the plan.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_08-30-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-student-loan-debt-relief-plan

This week we’re talking about some things to keep in mind when filing Schedules K-2 and K-3.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_08-23-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-filing-guidance-coming-for-schedules-k-2-and-k-3

This week we’re going to touch on some of the key tax incentives contained in the Inflation Reduction Act that will impact most taxpayers.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_08-16-22.mp3

Subscribers to Spidell’s California Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-key-incentives-in-the-inflation-reduction-act-of-2022

This week we’re covering internet start-up companies and the timing regarding these businesses begin and when development costs can be expensed, as outlined in a recent Tax Court case.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_08-09-22.mp3

Subscribers to Spidell’s California Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-internet-company-start-up-expenses

This week we’re covering tax considerations for college athletes who have name, image, and likeness income.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_08-02-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-college-athletes-with-name-image-and-likeness-income

This week we’re discussing wealth planning with intrafamily loans.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_07-26-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-wealth-planning-with-intrafamily-loans

This week we’re talking about §1031 exchanges and when it might be a good idea not to enter into an exchange transaction.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_07-19-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-1031-exchange-considerations/

This week we’re talking about some tax strategies for dealing with cryptocurrency losses.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_07-12-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-tax-strategies-for-cryptocurrency-losses

This week we’re covering short-term rentals and how to report the income.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_07-05-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-tax-rules-for-short-term-rentals/

This week we’re comparing the current House and Senate bills that act as follow-up proposals to the 2019 SECURE Act.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/spidellpublishing/FTM_06-28-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-proposed-secure-act-2-0-legislation/

This week we’re covering some considerations for paying employees with cryptocurrency.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_06-21-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-paying-employees-in-cryptocurrency

This week we’re covering home office expense deductions.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_06-14-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-home-office-expense-faqs

This week we’re covering a comparison of holding property in different entity types.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_06-07-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-pitfalls-of-holding-property-in-a-corporation

This week we’re discussing proposed regulations that affect required minimum distributions for IRAs inherited after 2019.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-31-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-rmd-proposed-regulations-raise-major-questions

This week we’re covering some proposed regulations that would limit the relief for large gifts made prior to the estate tax exclusion dropping back to $5 million in 2026.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-24-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-irs-limits-relief-for-large-gifts-prior-to-estate-tax-exclusion-dropping

This week we’re talking about expanded virtual currency reporting requirements under the Infrastructure Investment and Jobs Act.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-17-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-update-on-expanded-cryptocurrency-reporting-requirements

This week we’re covering the Employee retention Credit, specifically amending returns to take the credit and some penalty relief that’s available.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-10-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/podcast-amending-returns-to-take-the-employee-retention-credit

This week we’re covering the new Schedules K-2 and K-3 and which entities are required to file.

To listen to this podcast, go to: https://traffic.libsyn.com/secure/3abc36a0-3ad2-42d1-b492-5741db3adc14/FTM_05-03-22.mp3

Subscribers to Spidell’s Federal Taxletter^® or the Online Research Package can access the transcript here: https://www.spidell.com/research/spidell-federal-taxletter/podcast-transcripts/filing-new-schedules-k-2-and-k-3