Resource Center

Congress has actually passed a law that makes something simpler!  That’s good news if most of your retirement funds are in a 401(k) plan and you would like to convert the pre-tax portion of those funds to Roth contributions. To read this Alert in pdf, click here. Up until now, […]

Member John Broomes assisted Houston-based oil and gas explorer Halcón Resources with a $1.45B acquisition in the Bakken Shale. Halcón bought producing and undeveloped oil and gas assets in North Dakota’s Williston Basin from Petro-Hunt LLC. Broomes was one of several attorneys brought in to assist the internal legal team […]

In December 2010, the federal gift and estate tax exemption was temporarily increased through 2012.  As a result, a person can transfer up to $5.12 million without paying gift tax.  A married couple can combine their exemption and transfer $10.24 million tax free. Unless Congress and the President agree before the […]

The Patient Protection and Affordable Care Act (“PPACA”), which was recently upheld by the Supreme Court, imposes a myriad of obligations on employers and group health plans.

The August 30, 2012, deadline for distributing the newly required fee disclosures to participants in most qualified plans (such as 401(k) plans, 403(b) plans, and profit sharing plans is just around the corner.

As you probably already know, the United States Supreme Court announced its long-awaited decision this morning in the cases challenging the constitutionality of the Patient Protection and Affordable Care Act (“PPACA”).

The United States Supreme Court is expected to issue opinions by the end of next week in three separate cases challenging the constitutionality of the Patient Protection and Affordable Care Act (“PPACA”). The decisions in these three cases will affect every employer in this country.

When Congress enacted the Patient Protection and Affordable Care Act in 2010, it added a requirement that employers must report the total cost of an employee’s coverage under an employer-sponsored group health plan on the employee’s Form W-2.

The National Labor Relations Board (the “NLRB”) is becoming increasingly active in its efforts to address unionization. Last August, the NLRB issued a new rule that requires almost all employers – even those without unions – to post a notice about employees’ rights under the National Labor Relations Act (the […]

Estate planning and charitable planning often go hand in hand. For many people, leaving a legacy of philanthropy is as important as providing financial security for their families. If your estate plan includes charitable contributions, be sure you understand their tax implications.