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On June 26, 2013, the United States Supreme Court issued its decision in the case of The United States v. Windsor which essentially ruled the federal Defense of Marriage Act (DOMA) unconstitutional. Given the widespread national press this case received, we will not rehash the details of the case here, but in short, the Windsor case treats same-sex couples who are validly married under state law as married for federal purposes. While this case is viewed as a huge civil rights win, it could potentially be a huge financial win for same-sex couples, but the ruling has raised as many questions as it has answered particularly in states such as Ohio that do not currently recognize same-sex marriage.

Posted by: Colleen Kaminsky, CPA

Posted by: Robert O'Neil

Posted by: Barbara Theofilos, CPA 

Posted by: Colleen Kaminsky, CPA

Posted by: Brett Neate, CPA

Posted by: Colleen Kaminsky, CPA

The Internal Revenue Service just issued a Revenue Procedure revising the scope of the IRS letter-forwarding program: the IRS will no longer forward letters on behalf of plan sponsors or administrators of qualified retirement plans (including qualified termination administrators of abandoned plans), who are attempting to locate missing plan participants and beneficiaries.

Posted by: Mary Ann Mezacapa

Posted by: Courtney Ockenden, CPA