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Tax Alert

Proceed with caution in self-directed IRAs

Two tax court cases remind individuals to be careful in the management of their self-directed individual retirement accounts (IRAs).

  • Bushman, Anne
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Tax Alert

IRS announces retirement plan limits for 2016

Most limitations remain unchanged for 2016, but employers should prepare for upcoming due dates for notices required by calendar year plans.

  • Bushman, Anne
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Tax Blog

Missouri passes pro-ESOP legislation

The Missouri legislature recently overturned the governor’s veto of a bill that allows business owners to defer up to 50 percent of the tax ...


Tax Alert

New IRS guidance on back-to-back plans

IRS Chief Counsel issues guidance on foreign deferred compensation plan tied to U.S. deferred compensation plan (a back-to-back plan).

  • O’Malley, Bill
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IRS Updates

As employee benefits programs increase in sophistication and flexibility, the complexity of tax compliance often increases as well.