Pennsylvania recently became one of the last states to enact a law treating digital assets and electronic records as tangible property, which allows executors, trustees, guardians, and agents to ...
Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...
However, a rollover of funds from a decedent’s IRA to a marital trust and then to the surviving spouse’s IRA was not IRD, according to the Service, where the surviving spouse was the sole trustee and ...