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IRS/DOL Corner - December 2017, by Dolores P. Lawrence, CPA, QKA

  • January 31, 2018 9:29 AM
    Message # 5710653

    2017 Form 5500 – No Big Changes

    The IRS has released advance copies of the 2017 Form 5500 and instructions.  The previous year’s optional compliance questions are gone, along with information about paid preparers.  We don’t expect to see a major revision for several years.

    Tax Reform

    As of this writing, Congress is still working out tax reform legislation.  The good news so far is that we’re not seeing anything that negatively impacts ESOPs. Continue reading....

    Last modified: January 31, 2018 10:04 AM | Tom Roback
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