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


Summer '10

  • Correcting Plan Document Failures to Avoid IRS Penalties

Spring '10

  • Voluntary Correction Program for Non-Qualified Deferred Compensation Document Failures

Fall '09

  • Roth Conversions: A Unique Opportunity in 2010
  • Cash Balance Plans: How to Increase your Tax-Deductible Plan Contributions

Spring '09

  • IRS Allows Mid-Year Elimination of 3% Safe Harbors

Winter '09

  • Suspension of 2009 Required Minimum Distributions from Qualified Plans & IRAs
  • 2009 Retirement Plan Cost of Living Increases

Fall '08

  • Final IRS Regulations Significantly Impact 403(b) Plans of Tax-Exempt Organizations
  • Post-Employment Benefit Valuation Deadlines
  • Year-End Deadline for Deferred Compensation Compliance

Spring '08 Special Pension Edition

  • New Rules Governing Default Investments for Self-Directed 401(k) and Profit-Sharing Plans


  • U.S. Supreme Court: 401(k) Participant can Sue for Fiduciary Breach
  • Danziger & Markhoff LLP working with its Pension Clients to Satisfy Stricter Funding Rules for Defined Benefit Pension Plans
  • IRS-Mandated Plan Restatements
  • Avoiding Penalties for Late Deposits of Employee 401(k) Contributions

Fall '07

  • Avoiding Pitfalls in Ongoing Plan Administrationn

Spring '07

  • Deferred Compensation Regulations Issued
  • Changes in Funding Rules for Defined Benefit Pension Plans

Winter '07

  • New Pension Law Allows Window of Opportunity to Increase Deductible Contributions to Existing Defined Benefit Plans
  • Alert: New Requirement for Post-Employment Benefit Valuations

Fall '06

  • New Pension Protection Act Makes Far-Reaching Changes
  • Roth 401(k)s Are Here To Stay!
  • New Pension Accounting Standard Issued

Spring '06

  • Good News for Those Who Failed to Receive Minimum Required Distributions
  • More Good News: Higher FDIC Coverage for Retirement Account

Winter '06

  • Protecting Retirement Assets from Creditors: IRAs vs. Qualified Plans
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Summer '10

  • House Acts to Postpone Proposed 21.2% Decrease in 2010 Medicare Physician Fee Schedule; Bill Goes to Senate
  • Mandatory Compliance for Medicaid Providers

Spring '10

  • Electronic Health Record Resources for Primary Care Physicians

Fall '09

  • New Managed Care Reform Law in New York Benefits Providers

Spring '09

  • An Alternative Exit Strategy for Medical Doctors
  • Reminder: Upcoming Deadlines for Healthcare Professionals

Winter '09

  • Professional Practice Dissolution and An Orderly Transition
  • Reminder: Upcoming Deadline for Accreditation for Office-Based Surgery

Fall '08

  • Healthcare Providers: "Red Flag Rules" Delayed Until May 1, 2009

Winter '08

  • New York Attorney General Adopts Doctor Ranking Model Code

Fall '07

  • Negotiate Before You Sign Your Office Lease

Spring '07

  • The Importance of Exit Strategies in Professional Partnership Agreements

Winter '07

  • Critical Tax Considerations When Selling Your Professional Practice

Fall '06

  • Building Skills in New York State - New Workforce Training Grants

Spring '06

  • Regulators Analyze Comments to Proposed Electronic Health Records and E-Prescribing Rules

Winter '06

  • Healthcare - Fraud and Abuse Enforcement Activities in 2006
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Summer '10

  • Correctly Title Your Assets

Spring '10

  • Ensure Your Estate Plan is Up-To-Date

Fall '09

  • Estate Planning Updates

Spring '09

  • Floridians with New York, New Jersey or Connecticut Real Estate

Winter '09

  • The Best Laid Plans: How You Hold Title To Your Assets Can Affect Your Estate Plan

Winter '08

  • Private Foundations: Not Just for The Fords or Rockefellers

Fall '07

  • Protecting Accounts and Assets for your Children

Spring '07

  • Initial Steps After the Death of a Loved One

Winter '07

  • Get Organized for Your Heirs

Fall '06

  • Estate Planning: New Laws and The Need to Review Old Wills

Spring '06

  • Using Roth 401(k) Accounts in Your Estate Plan
  • Protecting Your Assets From Creditors

Winter '06

  • Estate and Gift Tax Update
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Spring '10

  • Financing ESOP Transactions

Spring '09

  • Increasing Business Cash Flow with an ESOP

Fall '08

  • ESOPs and Charitable Remainder Trusts — a Valuable Combination

Winter '08

  • The Nuts and Bolts of ESOP Administration

Spring '07

  • ESOPs for S Corporations

Fall '06

  • Sales Of Stock To ESOPs Provide Significant Tax Benefits

Winter '06

  • ESOPS and Effective Estate Planning
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