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SALT Select Developments - March 2024

State and local taxes impact almost every taxpayer, and developments in any one jurisdiction can be frequent and sometimes confusing. ln this newsletter edition, we will briefly summarize selected state and local tax (SALT)...more

ACA Affordability Test Will Be More Difficult to Pass in 2024

As employers are preparing for 2024 open enrollment, they should be aware that the Affordable Care Act (ACA) affordability safe harbors are going DOWN for 2024. The IRS has just released Revenue Procedure 2023-29, which...more

IRS Issues Catch-Up Contribution Transition Relief

SECURE Act 2.0 made sweeping changes to retirement plans, including changes to the additional "catch-up" contributions. These catch-up contributions for participants age 50+ have long provided the opportunity for needed...more

Treasury Provides Key Guidance for Monetizing Clean Energy Tax Credits

The Treasury Department (Treasury) and the Internal Revenue Service (IRS) issued guidance on June 14, 2023, regarding the Inflation Reduction Act's (IRA) two new clean energy tax credit delivery mechanisms – one on...more

Creative Approaches to the Employee Retention Credit

Much has been written about the Employee Retention Credit (ERC), enacted as part of the CARES Act, and amended and expanded by the Consolidated Appropriations Act (CCA) and most recently, the American Rescue Plan Act of 2021...more

PPP Recipients May Qualify For Expanded Employee Retention Credit

Multiple federal laws enacted during the pandemic have provided assistance to struggling employers, including assistance through the Paycheck Protection Program (PPP) and the employee retention tax credits (ERC). PPP and ERC,...more

Executive Order "Deferring" Taxes: Notice 2020-65 Postures Guidance

The President's Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster, dated August 12, 2020 (Order), directs the Secretary of the Treasury "to defer the withholding, deposit, and payment"...more

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