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Category: Alerts

Insight on Estate Planning August/September 2008

Aug 23, 2008 - Alerts by

When it comes to marriage, money can be an emotionally charged subject. But few topics evoke a more passionate response than the prenuptial agreement. Despite their reputation as romance killers, however, prenups can be an effective way for many couples to achieve their financial and estate planning goals. Read More…

Insight on Estate Planning April/May 2008

Apr 23, 2008 - Alerts by

The real estate “bubble” may have burst, but many landowners continue to hold property that has appreciated significantly in value. One option for tax efficiently divesting yourself of such real estate is to donate it to charity. But there are a number of traps for the unwary. Read More…

Final 409A Regulations for Nonqualified Plans

Apr 30, 2007 - Alerts by

When Congress enacted Section 409A of the Internal Revenue Code (the “Code”) in 2004, it made sweeping changes to the rules governing “nonqualified deferred compensation plans.” These changes are easily the most extensive changes in this area since the Code was first enacted in the early years of the Twentieth […]

Congress Changes the Pension Laws Again

Sep 14, 2006 - Alerts by

In what is becoming almost an annual tradition, Congress has once again changed the laws governing the nation’s “qualified” retirement plans. In some years, the changes are fairly limited and fairly “technical.” Such changes may affect only a small number of plans or may affect only certain types of “qualified” […]

Final 401(k) Regulations Client Memorandum

Aug 25, 2006 - Alerts by

In December, 2004, the Internal Revenue Service issued final 401(k) regulations. These regulations replace regulations that were issued in 1994. For the most part, the new regulations merely update the old regulations to reflect a number of changes that have taken place in the law between then and now, but […]

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