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IRS Updates

As employee benefits programs increase in sophistication and flexibility, the complexity of tax compliance often increases as well. RSM understands the tax ramifications of employee benefits plans and regularly shares updates on tax concerns and compliance issues related to these plans. See below for some of our most recent IRS updates. 

Featured insights

TAX ALERT

IRS issues guidance on uncashed retirement distribution checks

IRS answers a few important questions regarding the taxation and withholding rules for uncashed distribution checks.

TAX ALERT

New IRS guidance increases high deductible health plan flexibility

New IRS guidance allows high deductible health plans to pay for treatments for chronic health conditions as preventive care.

TAX ALERT

New IRS guidance on multiple-employer 401(k) plans

If adopted, these rules may make multiple-employer 401(k) plans an effective way for small business to provide retirement benefits.

TAX ALERT

IRS and Treasury maintain position on partners as employees

Final regulations maintain partners cannot be employees of a disregarded entity owned by the partnership in which they are partners.

TAX ALERT

Federal agencies finalize rules on health reimbursement arrangements

The federal government adds two new health reimbursement arrangement (HRA) options for employers starting in 2020.

TAX ALERT

IRS expands determination letter process for certain retirement plans

Internal Revenue Service expands determination letter process to statutory hybrids and merged plans, effective Sept. 1, 2019.

INSIGHT ARTICLE

Health savings accounts: A tax-free way to pay for medical expenses

Health savings accounts are a valuable tool for saving money for medical expenses since they offer a triple tax benefit.

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