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Recent Articles

Remember RMDs This Tax Season  

If you’re 70½ or older, you’re required to take required minimum distributions (RMDs) from your traditional IRA (or IRAs) every year. Here are the requirements — including an extended April 1 deadline for taking RMDs for the year you turn 70½ — as well as details about a tax-free alternative that can satisfy the RMD rules for charitably inclined seniors.

Defaulting on Retirement Plan Loans May Cause Taxable Distributions  

Retirement plan loans can provide a boost of liquidity when plan participants need extra cash. But you must make timely payments on these loans. If you default, you are treated as receiving a taxable distribution equal to the outstanding loan balance. A taxpayer in a recent Tax Court case learned this the hard way. To add insult to injury, she was charged a 10% early withdrawal penalty on the deemed distribution. Here are the details.

Hand Off Your Software Management  

Software, licenses, IT managers and upgrades can take a huge chunk out of your organization’s technology budget and generate a lot of frustration. But there’s a popular solution that can cut costs and headaches.

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PATH and PVS appreciate the hard work demonstrated by Steve Kelin and Wendy Roldan in completing the tax returns in a timely manner.

Patti Pearce |  Associate Director of Finance