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Category: Alerts

Income Tax Basis Rule Changes for 2010

Apr 23, 2010 - Alerts by

Back in 2001 Congress enacted legislation that would suspend the federal estate tax for 2010. As part of the law suspending the federal estate tax, Congress also changed the way in which the income tax basis is calculated upon a property owner’s death. Under pre-2012 law, a beneficiary would not […]

IRS Document Correction Program

Feb 19, 2010 - Alerts by

The IRS has recently stepped up efforts to enforce Section 409A of the Internal Revenue Code (the “Code”). This is bad news for any companies that missed the January 1, 2009, IRS deadline to amend nonqualified deferred compensation plans and arrangements. It is even worse news for participants in those […]

COBRA Premium Subsidy Extended

Jan 6, 2010 - Alerts by

Congress has extended the COBRA premium subsidy and has made changes to the “old” rules. (For more information on the COBRA premium subsidy, see our Alert and accompanying Client Memorandum dated March 6, 2009). If you or someone you know lost their job over the past year and has been […]

HIPAA Privacy for Employers Has Changed

Nov 20, 2009 - Alerts by

The American Recovery and Reinvestment Act of 2009 (“ARRA”) – also known as the “Economic Stimulus Bill” – made important changes to the HIPAA Medical Privacy and Security Rules. If you offer a health flexible spending account or other self-funded group health plan coverage (e.g., medical, dental, vision, or prescription […]

Insight on Estate Planning June 2009

Jun 23, 2009 - Alerts by

For decades estate planning has focused on avoiding or minimizing federal estate, gift and generation-skipping transfer taxes. During the last several years, however, income tax has taken on a more significant role. That’s not to say income tax wasn’t a factor before. But until recently, it was overshadowed by transfer […]

Insight on Estate Planning April 2009

Apr 23, 2009 - Alerts by

Lately, news about the economy has been downright depressing. But like most problems, the current economic woes also present some extraordinary opportunities. one of these involves estate planning: Low interest rates combined with depressed stock and real estate prices make it an ideal time to transfer wealth to your children or grandchildren. […]

Insight on Estate Planning Year End 2008

Feb 23, 2009 - Alerts by

Designing an estate plan can be a delicate balancing act. On the one hand, you want to preserve as much wealth as possible for your family by protecting it from estate taxes and creditors’ claims. On the other hand, you want to have some control over your assets during your […]

Insight on Estate Planning October/November 2008

Oct 23, 2008 - Alerts by

Whether your wealth matches that of Bill Gates or Warren Buffett, or your resources are more modest, the purpose of estate planning is the same: to ensure your assets are distributed according to your wishes and to preserve those assets so there’s something left to distribute when you die. Read […]

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