You can seek expert advice from peers, ask a question or search for answers! Community FAQs
Browse popular products from the tax and accounting brands you rely on.
The more you buy, the more you save with our quantity discount pricing.
Morrissey v. United States, 2016 WL 8198717 (M.D. Fla. 2016) A federal court has upheld an IRS determination that a taxpayer cannot claim a medical care expense deduction on his federal tax return for the costs of in vitro fertilization (IVF) involving an egg donor and a gestational surrogate who were not related to the … Read More
Definition of the Term “Fiduciary”; Conflict of Interest Rule – Retirement Investment Advice; Best Interest Contract Exemption (Prohibited Transaction Exemption 2016-01); and others; 82 Fed. Reg. 12319 (Mar. 2, 2017); DOL News Release 17-0293-NAT (Mar. 1, 2017) Proposed Regulation News Release The DOL has released a proposed regulation that would delay … Read More
Available at https://www.irs.gov/retirement-plans/operational-compliance-list In Revenue Procedure 2016-37, the IRS set forth new remedial amendment and determination letter submission rules to replace the staggered five-year remedial amendment cycles for individually designed retirement plans, including individually designed 401(k) plans (see our Checkpoint article). The new rules, effective January 1, 2017, … Read More
QUESTION: The claims administrator for our company’s self-insured health plan is also an insurer that sells policies through the Exchanges. Does this make our company or our group health plan subject to the “Section 1557” nondiscrimination in programs and activities rules? ANSWER: As explained below, an employer sponsoring a self-insured health plan is not subject … Read More
With EBIA’s manuals, you have a wealth of knowledge at your fingertips! Our materials explain the latest developments and include practical tips and tools to help meet your compliance needs. Here are some highlights of what we’ve added lately to our Consumer-Driven Health Care and ERISA publications: Consumer-Driven Health Care. We have added … Read More
Durham v. Prudential Life Ins. Co. of America, 2017 WL 555971 (C.D. Cal. 2017) This case arose from a denial of benefits to an employee under an insured long-term disability plan maintained by his employer, a university affiliated with the Catholic Church. After the employee sued the university and the insurer in state court, they … Read More