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SALT Cap of $10,000 Upheld

SALT Cap of $10,000 Upheld

The states of Connecticut, Maryland, New Jersey and New York filed a federal lawsuit against the federal government alleging that the state and local tax (SALT) deduction cap was unconstitutional because it significantly impaired these four states’ abilities to pursue their own preferred tax policies.

Saving on K-12 Tuition With a 529 Plan

Saving on K-12 Tuition With a 529 Plan

The ability to deduct K-12 tuition fees results from changes made by the 2017 Tax Cuts and Jobs Act (“TCJA”). Rather than creating a new deduction, state tax savings were created indirectly by changing the rules to “529 Plans.”

FBAR Penalty Properly Assessed

FBAR Penalty Properly Assessed

The failure of the IRS to follow its internal procedure as set forth in its Internal Revenue Manual for IRS revenue agents and/or revenue officers, does not negate the assessment of FBAR (Report of Foreign Bank and Financial Accounts) penalties

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