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    • Wealth Management Update - June 2024 | JD Supra

      JD Supra· 3 hours ago

      The June Section 7520 rate for use in estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.60%, an increase from the May rate of 5.40%. Senators Ron Wyden (D, Oregon) and Angus ...

    • Weekly IRS Roundup June 3 – June 7, 2024

      Weekly IRS Roundup June 3 – June 7, 2024

      The National Law Review· 16 hours ago

      Check out our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for the week of June 3, 2024 – June 7, 2024.

    • Reminder: PCORI Fees Due By July 31, 2024 | JD Supra

      JD Supra· 7 hours ago

      For example, for a plan year that ran from July 1, 2022 through June 30, 2023 the fee is $3.00 per covered life. The fee for calendar year 2023 plans is $3.22 per covered life. The insurance ...