Monthly Archive: May 2016

The Surviving Spouse Estate Tax Trap

Ashlea Ebeling Forbes Staff The Internal Revenue Service is poised to release permanent regulations on portability, a newish provision of the estate tax law, and the American Institute of CPAs is requesting that the IRS make the rules more family-friendly….
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IRS Releases 2017 Health Savings Account Limits

The IRS issued the inflation-adjusted figures for calendar year 2017 for the annual contribution limits for health savings accounts (HSAs) and the minimum deductible amounts and maximum out-of-pocket expense amounts for high-deductible health plans (Rev. Proc. 2016-28). Under Sec. 223,…
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