Tax Committee Content

The next monthly Tax Committee call will be held on Tuesday, January 25, at 11:00 a.m. ET. The preliminary agenda for the call is attached.

As summarized below, the IRS has posted updated versions of various tax forms and instructions (some in draft form) related to pension and retirement plan distributions.

The Department of Labor (DOL) and the Treasury Department and Internal Revenue Service (IRS) recently issued their updated Fall 2021 Semi-Annual Regulatory Agendas (Agendas), which include projected dates for issuance of proposed and final regulations.