General Taxation
Business and Advanced Solutions continuously monitors tax issues and regulations in order to provide you with up-to-date tax information to assist you in helping achieve your clients' financial objectives. The materials below are available for your use.
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Key Federal Tax Rates and Figures (BB11184) (PDF)
Key Legislation
- Taxes on Renumeration and Excess Parachute Payments as a Result of the Tax Cuts and Jobs Act (BB12301) (PDF)
- Passthrough Business Deduction Sec. 199A Quick Reference Guide (BB12179) (PDF)
- Clarification of Sec. 199A Deduction for Financial Advisors and Service Businesses (BB12244) (PDF)
- Transfer for Value and Reportable Policy Sale Regulations Q&A (BB12408) (PDF)
- Inflation Reduction Act (PDF) (BB12597)
- Section 409A
- Pension Protection Act
- SECURE Act
1083538-022020