Employee Benefits Update: February/March 2016

This issue’s topics include:

  • IRS eases pain for correcting certain plan administration errors
  • What are you forgetting? Reviewing commonly overlooked fiduciary duties
  • It may be time to offer annuity options to 401(k) plan participants
  • Shut the door: IRS ends defined benefit plan lump sum payouts

 Employee Benefits Update February March 2016 Click Here to Download

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact me directly.

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Federal Tax Weekly: January 14, 2016

This issue’s topics include:

  • IRS Nixes Proposed Regs On Optional Reporting By Charitable Organizations
  • IRS Clarifies Treatment Of Retroactive Increase In Excludable Transit Benefits For FICA Taxes And W-2 Reporting
  • Tax Court Reversal: Taxpayers Can Claim Losses By Mark-to-Marking Currency Options Under Code Sec. 1256
  • Chief Counsel Will Assert Penalties Based On Disallowed Refundable Credits, Following Change In PATH Act
  • IRS Provides Some Penalty Relief To Education Institutions For Missing TINs

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As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact us directly.

Federal Tax Weekly: January 7, 2016

This issue’s topics include:

  • IRS Announces Extension Of Some Key ACA Information Reporting Deadlines
  • New Guidance Expands Scope Of Nontaxable Identity Protection Services
  • IRS Issues 2016 Updates Of Procedures For Ruling Requests, Technical Advice, Determination Letters, User Fees, And No-Rule Areas
  • IRS Reminds Taxpayers Of How To Request Transcripts
  • IRS Provides Guidance For Plan Sponsors Before Elimination Of Cycle System

Federal_Tax_Weekly

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As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact us directly.

Federal Tax Weekly: December 31, 2015

This issue’s topics include:

  • Year-End Tax Legislation Impacts Extenders, ACA, IRS, And More
  • IRS Releases 2016 Standard Mileage Rates For Automobile Use; Business Rates Drop Four Cents, Medical And Moving Rates Drop 3.5 Cents
  • 2016 Filing Season To Open January 19
  • Final Regs For Type III Supporting Organizations Retain Distribution Requirements
  • IRS Clarifies Various ACA Provisions

Federal_Tax_Weekly

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As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact us directly.

Federal Tax Weekly: December 17, 2015

This issue’s topics include:

  • Negotiations Continue On Extenders, Omnibus, ACA Taxes
  • IRS Launches Initiative To Help Employers Keep Current With Payroll Taxes
  • IRS Reminds Applicable Large Employers Of ACA Reporting Deadlines
  • Transfer Of Stock In Family Business To Trust For Children Was Taxable Gift; No Gift Tax Return Kept Limitations Period Open
  • IRS Releases Annual List Of Cumulative Changes In Plan Qualification Requirements

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As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact us directly.

Federal Tax Weekly: December 10, 2015

This issue’s topics include:

  • Obama Signs Highway Bill With Tax Offsets; Negotiations Continue On Omnibus And Extenders
  • Chief Counsel Reaffirms Prior Guidance On Computer Costs: Some Costs Must Be Capitalized; Others Deductible
  • IRS Clarifies Proposed Regs’ Substantiation Option For Charitable Contributions
  • Damages And Legal Expenses Paid By Corporation’s Managing Shareholder To Satisfy Judgment Were Deductible Business Expenses
  • IRS Extends Time Limits For Issuing Tribal Economic Development Bonds

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As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact us directly.

Employee Benefits Update: Year End 2015

This issue’s topics include:

  • Determination letter limbo: IRS makes changes to determination letter program
  • Tibble case puts focus on fiduciaries’ ongoing duties
  • Give employees more bang for their buck: How to use default deferral rates and auto-escalation clauses
  • Is a customized TDF right for you?

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As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact me directly.

Federal Tax Weekly: December 3, 2015

This issue’s topics include:

  • IRS Increases Tangible Property Expensing Threshold For Taxpayers Without AFS
  • Wolters Kluwer Computes 2016 Luxury Vehicle Limits, Fringe Benefit Caps
  • Chief Counsel Reviews When Employers May Exclude From Income Cost Of Health Insurance Coverage
  • IRS Launches Form W-2 Verification Code Pilot Program For 2016 Filing Season
  • Chief Counsel Determines Civil Tax Issues For Taxpayer Convicted Of Filing False Or Fraudulent Returns

Federal_Tax_Weekly

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As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact us directly.

Federal Tax Weekly: November 30, 2015

This issue’s topics include:

  • IRS Unveils Safe Harbor For Deducting, Capitalizing Retail/Restaurant Remodel Costs
  • Treasury, IRS Take Additional Steps To Curb Inversions
  • District Court Rejects IRS’s Theories On Qualifying As Real Estate Professional And On Grouping Activities
  • IRS Announces Changes To Proposed Regs On ABLE Accounts In Interim Guidance
  • Proposed Regs Clarify Rules For Requesting Innocent Spouse Relief Under Code Sec. 6015

Federal_Tax_Weekly

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As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact us directly.

Federal Tax Weekly: November 19, 2015

This issue’s topics include:

  • Agencies Finalize Regs for ACA’s Market Reforms
  • IRS Launches 2016 PTIN Renewal Season
  • IRS Makes Progress in Curbing Business Tax Identity Theft
  • Generic Drug Manufacturer Required to Capitalize Legal Fees Incurred to Obtain FDA Approval
  • IRS Reminds Taxpayers of Advantages of Health FSAs

Federal_Tax_Weekly

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As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact us directly.

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