Blog2022-08-08T15:34:58-06:00

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New HRA Offers Small Employers an Attractive, Tax-Advantaged Health Care Option

In December, Congress passed the 21st Century Cures Act. The long and complex bill covers a broad range of health care topics, but of particular interest to some businesses should be the Health Reimbursement Arrangement (HRA) provision. Specifically, qualified small employers can now use HRAs to reimburse employees who purchase

February 7th, 2017|

Companies Restate Financial Results for a Variety of Reasons

When a company reissues or revises its financial statements, some people automatically assume that management is cooking the books. But there can be legitimate reasons for restatements, beyond management incompetence and fraud. So, before leaping to conclusions, it’s important to understand what went wrong — and find ways to prevent

February 3rd, 2017|

Two Postmortem Estate Planning Strategies for Married Couples

It’s crucial to review and update your estate plan in light of significant life changes or new tax laws. It’s equally important to be aware of strategies that can be implemented after your death to achieve your estate planning goals. The flexibility postmortem strategies provide is especially important during times

February 2nd, 2017|

Identify All of Your Company’s Retirement Plan Fiduciaries

Your company probably offers its employees a retirement plan. If so, can you identify all of your plan fiduciaries? From a risk management perspective, it’s critical for business owners to know who has fiduciary status — and the associated liability. Here are some common, though in some cases overlooked, plan

February 1st, 2017|

Estates: Stepchildren, Adopted Children, and Natural Children – Who Inherits?

With the different variations of families in today's modern world, complications can arise as to who has the legal right to inherit assets. In some cases, an adult child will come to a lawyer's office after a parent has died to discuss the distribution of the estate -- only to

January 26th, 2017|

Your Taxes Under Trump?

As I sit in my home office writing this article I hear the sound coming from my living room TV echoing a news channel report of tomorrow’s big event in Washington D.C.  Yes, it is the night before the inauguration of the 45th president of the United States, Donald J.

January 26th, 2017|

Getting Started on Your Estate Plan: Inventory and Value Assets; Estimate Tax Liability

If you’ve decided it’s time to create your estate plan, congratulations! A good place to begin is to work with us to determine what your estate is worth and whether you need to worry about estate taxes. What is your estate worth? First list all of your assets and their

January 12th, 2017|

IRS Updates FAQs About Employer Responsibilities Under the Affordable Care Act

The IRS updated frequently asked questions about employer responsibilities under the Affordable Care Act (IRS). The IRS recently revised some FAQs covering the ACA’s shared responsibility rule, information reporting on Forms 1094-C and 1095-C and reporting on offers of health insurance coverage. Visit http://bit.ly/28MZtKE to read the FAQs, or contact

January 11th, 2017|
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