Tax Alerts

IRS Announces Leadership Restructuring, IR-2023-237

The IRS Commissioner, Danny Werfel, has announced plans for new leadership structure to align with transformation goals. The updated chart, the first in two decades, includes a single deputy Commissioner and four new chief positions overseeing taxpayer service, tax compliance, information technology, and operations. Changes, set for early 2024, aim to streamline operations and align with the Inflation Reduction Act funding.

The IRS‘s new organizational structure is the result of years of effort, stemming from the Taxpayer First Act Report to Congress in January 2021 and outlined in the new IRS Strategic Operating Plan released in April. Commissioner Werfel emphasized the logical progression of this change, considering the history and the rapid pace of Inflation Reduction Act initiatives. Further, the Service will collaborate with Congress, NTEU, and others as plans for new changes progress.

Doug O’Donnell, currently the deputy commissioner for Services and Enforcement, will assume the role of IRS deputy commissioner. Reporting to O’Donnell will be four new chief positions and IRS Online Services. These leaders, working closely with Commissioner Werfel, include:

  • Chief, Taxpayer Service: Ken Corbin (current IRS Wage and Investment Commissioner) leading this group;
  • Chief Taxpayer Compliance Officer: Heather Maloy (currently the IRS Chief of Staff);
  • Chief Information Officer: Rajiv Uppal (joining the IRS in 2024, currently serving as the Director of the Office of Information Technology and Chief Information Officer for the Centers for Medicare and Medicaid Services (CMS), part of the U.S. Department of Health and Human Services (HHS)); and
  • Chief Operating Officer: Melanie Krause (currently Chief Data & Analytics Officer).

IRS Highlights New Business Tax Account Features, FS-2024-27

The IRS announced that it is continuing to expand the features within Business Tax Account (BTA), an online self-service tool […]

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IRS Highlights New Business Tax Account Features, FS-2024-27

Guidance Issued on Retirement Plan Employer Matching Contributions Made for Student Loan Payments, Notice-2024-63; IR-2024-217

The IRS has issued a series of questions and answers for 401(k) and similar retirement plans that provide, or wish […]

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Guidance Issued on Retirement Plan Employer Matching Contributions Made for Student Loan Payments, Notice-2024-63; IR-2024-217

IRS WBO Celebrates Contributions Leading to $7 Billion Recovery , IR-2024-199

The IRS Whistleblower Office has recognized the contributions of whistleblowers on the occasion of National Whistleblower Appreciation Day, which falls on July […]

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IRS WBO Celebrates Contributions Leading to $7 Billion Recovery , IR-2024-199

FL - Correction: interest rates for second half of 2024 announced

The floating interest rate applicable to taxes administered by the Florida Department of Revenue on underpayments (deficiencies) and late payments […]

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FL - Correction: interest rates for second half of 2024 announced

Taxpayers Reminded That Day Camp Expenses May Qualify for Child and Dependent Care Credit, IR-2024-216

The IRS has issued a reminder that summer day camp expenses may be eligible for the Child and Dependent Care tax […]

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Taxpayers Reminded That Day Camp Expenses May Qualify for Child and Dependent Care Credit, IR-2024-216

IRS Updates FAQs on Commercial Clean Vehicle Credits, FS-2024-26; IR-2024-197

The IRS has updated frequently asked questions (FAQs) to provide guidance related to the critical mineral and battery component requirements […]

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IRS Updates FAQs on Commercial Clean Vehicle Credits, FS-2024-26; IR-2024-197

IRS Issues FAQs About Social Media Scams, FS-2024-24

The IRS has warned taxpayers not to fall for scams centered around the Fuel Tax Credit, the Sick and Family […]

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IRS Issues FAQs About Social Media Scams, FS-2024-24

IRS Issues Warning on Clean Energy Tax Credit Scam, IR-2024-182

The IRS has issued a cautionary alert to taxpayers about a new scam exploiting clean energy tax credits. This emerging […]

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IRS Issues Warning on Clean Energy Tax Credit Scam, IR-2024-182

Code Sec. 280E Not Applicable to Marijuana, IR-2024-177

The IRS reminded taxpayers that marijuana will remains a Schedule I controlled substance till a federal rule is published. Businesses […]

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Code Sec. 280E Not Applicable to Marijuana, IR-2024-177

FL - Guidance issued on affidavit required to claim exemption for boats sold to nonresident purchasers

Guidance is issued regarding changes that have been made to the affidavit required to claim the sales tax exemption for […]

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FL - Guidance issued on affidavit required to claim exemption for boats sold to nonresident purchasers