Peter Gulia Posted December 22, 2023 Posted December 22, 2023 For decades, practitioners relied on CCH/Wolters Kluwer, RIA/Thomson Reuters, and other tax law publishers to make a book to explain (and put into Code sections) Congress’s recent tax Act. Last December, CCH decided not to publish its customary “Law, Explanation and Analysis” on SECURE 2022. BenefitsLink neighbors, are you aware of any publisher’s book (not electronic-only text) on SECURE 2022? Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
Peter Gulia Posted December 25, 2023 Author Posted December 25, 2023 As my early Christmas present, on December 21 the Joint Committee on Taxation released its General Explanation of Tax Legislation Enacted in the 117th Congress, a bluebook. This explains eight Acts of the 117th (2021-2022) Congress. The subpart on SECURE 2022 is pages 295-530 [pdf pages 307-542]. https://www.jct.gov/publications/2023/jcs-1-23/ But I’m still looking for a nongovernmental publisher’s classifications and indexing. Appleby 1 Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
Appleby Posted December 26, 2023 Posted December 26, 2023 On 12/25/2023 at 12:37 PM, Peter Gulia said: As my early Christmas present, on December 21 the Joint Committee on Taxation released its General Explanation of Tax Legislation Enacted in the 117th Congress, a bluebook. This explains eight Acts of the 117th (2021-2022) Congress. The subpart on SECURE 2022 is pages 295-530 [pdf pages 307-542]. https://www.jct.gov/publications/2023/jcs-1-23/ But I’m still looking for a nongovernmental publisher’s classifications and indexing. @Gary Lesser might know. Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
Peter Gulia Posted December 27, 2023 Author Posted December 27, 2023 Thank you. In December 2022, I confirmed that Wolters Kluwer had made a business decision not to produce a book on SECURE 2022. Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
Belgarath Posted December 27, 2023 Posted December 27, 2023 Too bad - those were always VERY helpful. I had a tendency to prefer the RIA version.
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