This week we look at:

• 2024 inflation adjusted retirement numbers released by the IRS

• MeF 1040 shutdown date announced by the IRS

• Trust found liable for transferee tax in failed Son-of-BOSS shelter to offset stock sale gain

• IRC §41 refund claim grace period extended for yet another year

• Tax Court refuses to expand equitable relief for missing 90-day deadline to file petition

An audio only version of this week’s update can be downloaded or streamed below:

A copy of the slides and links to the documents can be found below:

2023-11-04 Current Federal Tax Developments