Resource Center

Social media allows us to connect and share in ways that previously seemed unimaginable. But the ability to say whatever you want to whoever you want is not always a good thing. The internet is written in ink, and a single, thoughtless social media post could come back to haunt […]

Hardship Distribution Rules – Once funds have been put into a 401(k) or 403(b) plan, the normal rule is that they cannot be withdrawn by the participant while the participant is still employed.  There are, however, several exceptions to this general rule, including an exception that allows plans to make […]

It’s the end of the year!  ‘Tis the season to have a checklist and check it twice.  Unfortunately, this checklist won’t reflect the latest nifty gadget or remind you to drop the homemade cookies off at the neighbors.  But this checklist will help make 2019 brighter at the office as […]

If you receive documentation from an attorney (or even a patient) suggesting that a lawsuit is on the horizon, such as a letter of representation, a demand letter, or a summons and petition, it is imperative that you take proactive steps to ensure that the all medical records are protected.  […]

Before purchasing malpractice insurance or planning their estates, physicians should be aware of the potential liability they may face in malpractice cases that involve injury or death. In either a personal injury or wrongful death case, there are two types of damages that a jury can award to a plaintiff: […]

The past couple of years have been relatively quiet on the 401(k) plan front.  This is particularly true with respect to IRS required plan document changes.  This has been a welcome break. There was a time when it seemed like plan amendments were required nearly every year.  However, we would […]

About that Change in the HSA Dollar Limit – The IRS Just Said “Never Mind” On March 2, 2018, the Internal Revenue Service (“IRS”), following the directions it had been given by Congress, threw a curve at nearly everyone by announcing that the dollar limit for 2018 contributions to a […]

Health Savings Accounts: Congress and the IRS Team Up to Throw Us a Curve Spring training is still underway and Opening Day is two weeks away, but the first curveball of the 2018 employee benefits season has just been thrown. The dollar limits for contributions to Health Savings Accounts (“HSAs”) […]

The recent tax reform created changes relating to charitable giving for both individuals and entities. As a non-profit what does that mean for you? The below summary will help you understand how the tax law changes relate to charitable giving and how you can prepare.  Individual Income Tax The tax […]

IRS Again Extends Deadline for Distributing 1095-B and 1095-C Forms and Continues Good Faith Standard in Completing Forms If the IRS releases new guidance so late in December that nearly everyone has already left for Christmas vacation, is the effect the same as a tree falling in a vacant forest?  […]