INTEL Insights

Explore insights on tax, election and legislation updates

INTEL

Fiduciary risk in spotlight as ERISA cases rise

Recent ERISA lawsuits highlight ongoing fiduciary risk for retirement plan sponsors.
Legal experts have noted a recent uptick in ERISA lawsuits over the past year. As a result, plan sponsors should commit to disciplined governance practices.
INTEL

Temporary tax deduction for overtime pay

See how a new temporary tax deduction for overtime compensation may affect your business in 2026.
The new overtime deduction introduces a substantial reporting obligation for employers who must supply detailed information to help employees document their claims.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

INTEL

IRS tax changes coming in 2026

The IRS published its annual changes to tax provisions. See how the new 2026 tax brackets may affect your tax plans.
Numerous tax adjustments are taking effect in 2026—driven by inflation adjustments and OBBBA amendments.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

INTEL

Changes to retirement plan contributions

Catch-up contributions for workplace retirement plans are changing for many higher-income employees.
The IRS has issued final regulations implementing SECURE 2.0 Act provisions that change how catch-up contributions work in employer-sponsored retirement plans.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

INTEL

The return of 100% bonus depreciation

The return of bonus depreciation for real estate investments offers potentially significant tax savings.
The bonus depreciations allow for immediate expensing of property costs that accelerate tax deductions and substantially lower taxable income.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

INTEL

Understanding the 2025 SALT deduction

How does the increase in the SALT tax deduction cap affect your tax liability?
With the OBBBA signed into law, you may now take advantage of the increased SALT deduction cap.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

INTEL

A historic repeal of state capital gains taxes is here

Could Missouri's repeal of state capital gains taxes lead to other states following suit?
Missouri residents no longer pay state capital gains taxes on the sales of stocks, bonds, real estate and other investment options starting in the 2025 tax year.
INTEL

Proposed legislation could bring deeper tax cuts to seniors

New proposals before Congress could bring deep cuts to taxation on seniors, potentially saving them thousands of dollars every year.
Two new bills introduced in Congress—the Bonus Tax Relief for America's Seniors Act and the Tax Relief Unleashed for Seniors by Trump, or TRUST, Act—aim to bring meaningful tax relief to millions of older Americans.
INTEL

28 top tax changes in the new federal law

New or expanded deductions, credits and limits that impact nearly all taxpayers.
OBBBA is more than just an extension of the TCJA. Instead, it represents a significant overhaul of the federal tax code.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

INTEL

New IRS rules for crypto transactions

How you'll report gains, losses and payments is changing.
Significant changes to digital asset tax rules take effect in 2025, impacting how individuals and businesses report transactions.
INTEL

US Treasury is phasing out paper checks

Learn what a new executive order phasing out paper checks means for you.
A recent executive order mandates that the US Treasury no longer issue paper checks for federal disbursements as of September 30, 2025.
INTEL

Will you get a higher pension entitlement under new rules?

If you're a retired public employee, the Social Security Fairness Act is making changes that could increase the total funding you're set to receive in retirement.
Most state and local public employees, more than 70 percent, are in Social Security-covered employment.
INTEL

Will a new IRS focus impact your business?

Learn how the recent focus affects income derived from pass-through business entities.
The IRS has committed substantial new resources specifically to increase auditing of pass-through entities.
INTEL

Will we see a new approach to tax-free savings?

A proposal to change the savings account landscape with a new tax-advantaged option is in the works.
The federal tax code already includes several savings accounts that allow tax-free distributions, but these are limited to specific purposes, such as retirement, medical care and college fund savings.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

INTEL

New congressional challenge to Puerto Rico’s tax loophole

House Democrats are challenging Puerto Rico's Act 22 tax benefits through new legislation as housing costs surge and concerns mount over tax compliance.
In October 2024, House Democrats introduced the United with Puerto Ricans Opposed to Act 22 Risks, or UPROAR, Act.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning and Knowledge

INTEL

Major update to small business law

The Corporate Transparency Act went into effect on January 1, 2024, and impacts millions of small businesses in the US. Here's what you need to know.
The companies impacted by the CTA are mainly the millions of US-based small businesses with 20 or fewer employees and less than $5 million in revenue.

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Showing 1 to 16 of 20 results

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