CPAs seeking to deepen relationships with business owners and support clients will want to read Volume 2 of 4 of the Guide to Financial and Estate Planning.
2022 updates include:
Law changes in 2021-2022
New IRS rules under Notice 2022-06 allowing enhanced early retirement opportunities
The SECURE Act proposed regulations from February 2022
The SECURE Act 2.0 passed by the house in March 2022
The HSA guidelines for 2023 released in April 2022
The Estate of Levine