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2026-02-09 Another Former Spouse Ends Up With a Jackpot When Her Ex-Spouse Dies Due to ERISA

2026-02-09 Another Former Spouse Ends Up With a Jackpot When Her Ex-Spouse Dies Due to ERISA

Federal Tax Update Podcast · The Ohio Society of CPAs

February 7, 20261h 15m

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Show Notes

This week we look at:

  • The "Charitable LLC" Tax Shelter
  • Section 280E Bars ERC for Cannabis Businesses
  • TEFRA Intervention by Majority Partners
  • R&D Credit Substantiation
  • Supervisory Approval of Penalties
  • ERISA Beneficiary Designations