Recorded Webcasts

Tax planning opportunities for consideration in light of COVID-19, the resulting economic crisis, and evolving tax laws and regulations.

Act contains broad relief for individuals and businesses; includes funding vehicles, recovery payments, and modifications to TCJA provisions

The final version of Form 941-X Adjusted Employer’s Quarterly Federal Tax Return or Claim for Refund has been released by the IRS.

Mandatory paid leave for employees impacted by COVID-19 is set to start April 1, 2020, per new Department of Labor guidance.

IRS issues guidance on voluntary employees’ beneficiary associations (VEBAs) and supplemental unemployment benefit trusts (SUBs).

The IRS released Notice 2019-09 providing guidance to assist taxpayers in implementing new executive compensation rules under section 4960.

The IRS provides guidance to assist in determining expenses for parking fringe benefits for purposes of section 274(a)(4) and 512(a)(7).

Section 4960 proposed rules add examples and clarity while generally following interim guidance and providing taxpayer-friendly exceptions.

From tuition waivers to deferred comp plans, understand the tax ramifications that independent schools should know about fringe benefits.

Although not appropriate for every construction company, an ESOP carries several inherent advantages and is growing in popularity.

Small business owners may be able to increase tax-beneficial retirement contributions with the use of a cash balance plan.

IRS guidance establishes amendment deadline for 401(k) and other retirement plans to comply with new hardship distribution rules.

The IRS, Department of Labor and PBGC combine to offer regulatory relief for employee plans affected by Hurricane Harvey.

DOL proposes prohibited transaction exemption for Financial Institutions and Investment Professionals providing advice to participants.

Guidance relating to the application of the Cares Act to coronavirus-related distributions and loans from retirement plans.

The U.S. Department of Labor has issued necessary regulations for service providers that want to offer PEP arrangements to their clients.

IRS issues proposed regulations regarding special valuation rules for employee’s personal use of an employer-provided vehicle.

IRS determines that high deductible health plans can pay for testing and treatment of the coronavirus without tax consequences.

Internal Revenue Service expands determination letter process to statutory hybrids and merged plans, effective Sept. 1, 2019.

Because of COVID-19 concerns, the IRS is extending pending deadlines for employers to adopt updated 403(b) retirement plan documents.