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Tax

SEI Investments Company
Regional

SEI Expands Tax Tools for Wealth Advisors

September 29, 2026September 28, 2026 - by Timothy Alexander

OAKS, PA — SEI (NASDAQ: SEIC) expanded tax-management capabilities for separately managed and unified managed accounts, giving financial advisors more control over portfolio transitions and capital gains as demand grows …

SEI Expands Tax Tools for Wealth Advisors Read More

Internal Revenue Service (IRS)
National

IRS Replaces IRS2Go With App Offering Account Access

September 28, 2026September 28, 2026 - by Maryann Pugh

WASHINGTON, D.C. — The Internal Revenue Service launched a new mobile app replacing IRS2Go and extending selected Individual Online Account services to smartphones, giving taxpayers direct access to payments, tax …

IRS Replaces IRS2Go With App Offering Account Access Read More
Envestnet
Business

Envestnet Says Tax Overlay Lifted 2025 After-Tax Returns

September 24, 2026September 23, 2026 - by Timothy Alexander

BERWYN, PA — Envestnet reported that accounts using its unified managed account Tax Overlay program generated an average 1.96% after-tax return benefit during 2025 compared with a scenario without the …

Envestnet Says Tax Overlay Lifted 2025 After-Tax Returns Read More

farm
National

IRS Extends Drought Tax Relief for Livestock Sales

September 20, 2026September 19, 2026 - by Maryann Pugh

WASHINGTON, D.C. — The Internal Revenue Service extended tax relief for farmers and ranchers in drought-affected areas across 49 states and other jurisdictions, allowing eligible producers more time to replace …

IRS Extends Drought Tax Relief for Livestock Sales Read More
Internal Revenue Service (IRS)
National

IRS Pushes Direct Pay as Free Option for Federal Tax Bills

September 13, 2026September 12, 2026 - by Maryann Pugh

WASHINGTON, D.C. — The Internal Revenue Service is steering taxpayers with U.S. bank accounts toward its Direct Pay system as a fee-free way to make federal tax payments online without …

IRS Pushes Direct Pay as Free Option for Federal Tax Bills Read More

Pennsylvania Housing Finance Agency
Pennsylvania

Pennsylvania Opens Bidding for $4.5 Million in Development Tax Credits

July 9, 2026July 7, 2026 - by Maryann Pugh

HARRISBURG, PA — The Pennsylvania Housing Finance Agency has opened competitive bidding for $4.5 million in mixed-use development tax credits, with proceeds from the sale earmarked to help finance community …

Pennsylvania Opens Bidding for $4.5 Million in Development Tax Credits Read More
Harrisburg
Government / Pennsylvania

House GOP Tax Proposal Advances With Utility Bill Cut Measure

June 24, 2026June 23, 2026 - by Maryann Pugh

HARRISBURG, PA — A Pennsylvania House bill that cleared the chamber unanimously Monday has become the focus of competing affordability proposals, with House Republicans highlighting a provision they say would …

House GOP Tax Proposal Advances With Utility Bill Cut Measure Read More

Internal Revenue Service (IRS)
National

IRS, Treasury Expand Reach of Executive Pay Tax on Nonprofits

June 8, 2026June 7, 2026 - by Maryann Pugh

WASHINGTON, D.C. — The U.S. Department of the Treasury and the Internal Revenue Service have issued guidance implementing provisions of the One, Big, Beautiful Bill that broaden the federal excise …

IRS, Treasury Expand Reach of Executive Pay Tax on Nonprofits Read More
Marijuana
National

Marijuana Tax Shift Could Cut Costs for Some Businesses

April 28, 2026April 27, 2026 - by Maryann Pugh

WASHINGTON, D.C. — Some medical marijuana businesses could soon gain access to federal tax deductions after a planned policy shift tied to the reclassification of certain cannabis products, federal officials …

Marijuana Tax Shift Could Cut Costs for Some Businesses Read More
Internal Revenue Service (IRS)
National

New IRS Rule Targets Cash Transfers Abroad With 1% Tax

April 12, 2026April 12, 2026 - by Maryann Pugh

WASHINGTON, D.C. — Americans who send money overseas using cash or similar payment methods will face a new 1% federal tax beginning in 2026 under proposed rules released Friday by …

New IRS Rule Targets Cash Transfers Abroad With 1% Tax Read More

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