• 123 Main Street
  • White Plains, NY 10601
  • Tel: 914.948.1556
  • Fax: 914.948.1706

NEWSLETTERS

Fall '14 This newsletter includes the following:

  • Corporate
  • Open Payments Data Base Goes Live

  • Pension
  • Pay Less Tax: Cash Balance Plans – The Smart Way to Increase you Tax Deductible Plan Contributions

  • Trusts and Estates
  • Asset Protection Update: Inherited IRAs vs. Other Retirement Accounts

Top

Spring '14 This newsletter includes the following:

  • Corporate
  • Providers May Sue Insurers Directly for Violations of New York State’s Prompt Payment Law

  • Pension
  • One-IRA-Rollover-Per-Year-Rule

  • Trusts and Estates
  • Snowbirds – Come Back to New York (Maybe)

  • ESOPs
  • Achieving Charitable Goals with ESOPs

Top

Fall '13 This newsletter includes the following:

  • Corporate
  • Take HIPAA Security Requirements Seriously

  • Pension
  • Cash Balance Plans: The Smart Way to Increase Your Tax-Deductible Plan Contributions

  • Trusts and Estates
  • The State of the State Estate Tax

  • ESOPs
  • ESOPs: The Overlooked Potential Buyer of a Closely Held Business

Top

Spring '13 This newsletter includes the following:

  • Corporate
  • HIPAA Omnibus Final Rule Will Require Changes in Business Associate Agreements and Notices of Privacy Practices
  • Corporate Focus: Straightforward Answers to Common Business Problems
  • Client Focus: D. Bertoline & Sons, Inc. -- A Combination of Respect and Cool

  • Pension
  • Careful Retirement Plan Funding Can Reduce the Impact of Tax Increases

  • Trusts and Estates
  • Help Your Heirs with Proper Digital Asset Management

Top

Fall '12 This newsletter includes the following:

  • Pension
  • Cash Balance Plans: The Smart Way to Increase Your Tax-Deductible Plan Contribution
  • Client Focus - ANDRUS: Responding to Community Needs for 85 Years

  • ESOPs
  • No Tax on Sale of Company Stock to ESOP
  • Corporate
  • HHS Releases Healthcare Reform Insurance Regulations
  • Alert: Physician Billing Audits on the Rise

Top

Spring '12 This newsletter includes the following:

  • Pension
  • Successfully Handling Qualified Plan Audits
  • Corporate
  • Physicians: Increase Your Revenue and Protect Your Assets
  • The Legalities of Using the Internet to Market Healthcare Services
  • Client Focus -- Universal Builders Supply, Inc.: A Successful Third-Generation Family Business
  • Trusts & Estates
  • Social Philosophy and Your IRA

Top

Fall '11 This newsletter includes the following:

  • Pension
  • Incentive Compensation for Key Employees
  • Cash Balance Plans: How to Increase your Tax-Deductible Plan Contributions
  • ESOPs
  • Client Focus -- Enabling Devices/ Toys for Special Children: A Unique Company for Those With Special Needs
  • Corporate
  • CMS Issues Revised Accountable Care Organization Regulations
  • Trusts & Estates
  • Estate Planning for Same-Sex Couples in New York
  • Ensure Proper Administration of Your Loved One's Estate

Top

Summer '11 This newsletter includes the following:

  • Pension
  • Reconciling Retirement Plan Accounts Avoids Potential Headaches
  • ESOPs
  • S Corporation ESOPs: Creating a Tax-Free Environment for your Business
  • Corporate
  • Accountable Care Organization Regulations: Comment Period Ends and Changes Expected
  • Trusts & Estates
  • Estate Planning Updates

Top

Spring '11 This newsletter includes the following:

  • Pension
  • Qualified Charitable Distributions for IRAs Reactivated for 2011 Only
  • Health Benefit Nondiscrimination Rules on Hold
  • ESOPs
  • Leveraged ESOP Share Release
  • Corporate
  • Payments and Assistance Provided for Electronic Health Records
  • Trusts & Estates
  • Estate Tax Update: Portability of the 2011 Estate Tax Exemption

Top