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Category: Tax Reform Center

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Estate and Gift Planning in Uncertain Times

By: Derek Gray, CPA, Director, and Chuck Mallick, CPA, Senior Manager On the campaign trail, President Biden frequently mentioned significant changes to the estate tax. His proposals generally centered around […]

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IRS Extends Tax Filing Deadline

On March 17, the IRS ended weeks of speculation and issued an information release (IR-2021-59), which provides individual taxpayers an additional month to file their income tax returns. Individuals now […]

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Final Regulations Issued for Section 512(a)(6)

The IRS has issued final regulations regarding Internal Revenue Code section 512(a)(6). These regulations have been published in the Federal Register and are effective as of December 2, 2020. Section […]

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hand planting coins in dirt with a small sprout on top to illustrate the growth of funds | The Pros and Cons of Charitable Gift Annuities | The Pros and Cons of CGAs

The Pros and Cons of Charitable Gift Annuities

By Mike Gricius, Senior Manager When it comes to supporting your mission, charitable gift annuities (CGAs) can be an appealing option for both nonprofits and their donors. For nonprofits, these […]

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New Ohio 340B Program Reporting Requirements | Photo of text over spilled pills.

New Ohio 340B Program Reporting Requirements

As part of the 2026 and 2027 Ohio budget bill, Ohio legislators included annual reporting requirements for 340B Program Covered Entities. This legislation, which was signed into law on June […]

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IRS Announces Impacts of OBBB to the 2025 and 2026 Form W-2

By Sara Jacobi, CPA, CEPA, Director of Taxation at Blue & Co. The One Big Beautiful Bill (“OBBB”), introduced two “no tax on” provisions that impact both employers and employees […]

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