
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