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The Bankler Report updates clients and business associates about time-sensitive issues related to tax law changes, important Department of Treasury regulations and other hot topics. This website contains a collection of these previously issued special articles and will publish updates when new time-sensitive issues arise.
On July 4, 2025 President Trump signed the One Big Beautiful Bill (or OBBB) into law. The following is a brief discussion of the impact on individual people this law will have:
On July 4, 2025 President Trump signed the One Big Beautiful Bill (or OBBB) into law. The following is a brief discussion of the domestic business portion of the new law:
On March 27, 2020, just a few hours after passing the US House of Representatives, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). This report deals primarily with Individual provisions.
Last night, both houses of Congress overwhelmingly passed the COVID relief bill, which was included in the massive Consolidated Appropriations Act, 2021. President Trump indicated that he would sign this legislation when it comes to his desk.
September 30 – Extended Fiduciary Tax Returns Due
This is the final deadline for fiduciary income tax returns (Form 1041) on extension. Trusts and estates that filed for an extension must submit their completed returns by this date to avoid penalties.
In January 2021, the Corporate Transparency Act (CTA) was enacted as part of the National Defense Authorization Act (NDAA). On December 7, 2021, proposed regulations were issued by the Treasury’s Financial Crimes Enforcement Network. The Final Regulations, which consist of 330 pages, were released on September 29, 2022. Below is a quick summary of the major provisions
Effective for tax year 2021: On January 18, 2022, the IRS posted revised instructions for schedules K-2 and K-3 for filers of Forms 1065 (Partnerships and LLC’s taxed as Partnerships), 1120s (for S Corporations), and 8865 (Returns for US Persons with Respect to Certain Foreign Partnerships). These new schedules apply to pass-through entities and their partners and shareholders that have “items of international tax relevance.”
In January 2021 The Corporate Transparency Act (CTA) was enacted as part of the National Defense Authorization Act (NDAA). On December 7, 2021 proposed regulations were issued by Treasury’s Financial Crimes Enforcement Network. Below is a quick summary of the major provisions.
The US House of Representatives has passed the Build Back Better Bill. This bill now goes to the US Senate, where it will likely be changed. Below is a quick summary of the major provisions of the bill…
The legislative text of the House Ways and Means Committee was released on September 13, 2021. This is the Committee’s starting point in the legislative process. When or if passed, the actual law will probably differ significantly from this proposal. Below is a quick summary of the major proposals.
Let’s take a look at your finances together. We offer a complimentary 1-hour call to review your past tax returns. If we see a way to help you, we will.
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