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Lesson From The Tax Court: What’s Excluded From The §132 (Certain Fringe Benefits) Exclusion?

(TaxProf Blog) - While §132 is very broadly written to cover various family members of an employee, Judge Gustafson teaches us how some family members are excluded from the exclusion. Details below the fold.



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When to Review a Client's Financial Plan  
(Accounting Web) - Financial planning should be an ongoing process that includes scheduling time to review the plan with clients on a regular basis. In this article, Bryce Sanders explains the importance of defining the review, developing a plan and being proactive


Helping Retirement Plan Participants Understand Their Net Worth 
(JofA) - Two easy mistakes seen in retirement planning involve valuation of pensions and improper net-worth comparisons.


Zoom Unveils Platform Innovations to Elevate Customer Experience 
(Computer Weekly) - Breakout videoconferencing leader announces conversation intelligence service and enhances online events offering, with aim to modernise how businesses engage with customers


Taco Bell's Most Popular Item Ever Is Returning 
(ComicBook) - Rejoice! One of Taco Bell's most popular items is returning to its menu for good this time. Monday, the beloved taco chain announced its Mexican Pizza will soon be returning to menus nationwide. The item had previously been removed from menus in 2020 after a 30 year history...


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