NEWSLETTERS

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

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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

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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

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Fall '10 This newsletter includes the following:

• Pension
• Nondiscrimination Rules to Apply to Insured Health Benefits
• In-Plan Transfers to Roth Accounts now Permitted
• Alert: Government Provides Financial Assistance to Employers
• Cash Balance Plans: How to Increase Your Tax-Deductible Plan Contributions
• ESOPs
• Succession Planning: Is an ESOP Right for Your Business?
• Trusts & Estates
• Estate Planning Update

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Summer '10 This newsletter includes the following:

• Pension
• Correcting Plan Document Failures to Avoid IRS Penalties
• Corporate
• House Acts to Postpone Proposed 21.2% Decrease in 2010 Medicare Physician Fee Schedule; Bill Goes to Senate
• Mandatory Compliance for Medicaid Providers
• Trusts & Estates
• Correctly Title Your Assets

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Spring '10 This newsletter includes the following:

• Pension
• Voluntary Correction Program for Non-Qualified Deferred Compensation Document Failures
• ESOPs
• Financing ESOP Transactions
• Corporate
• Electronic Health Record Resources for Primary Care Physicians
• Trusts & Estates
• Ensure Your Estate Plan is Up-To-Date

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Fall '09 This newsletter includes the following:

• Pension
• Roth Conversions: A Unique Opportunity in 2010
• Cash Balance Plans: How To Increase Your Tax-Deductible Plan Contributions
• Corporate
• New Managed Care Reform Law in New York Benefits Providers
• Trusts & Estates
• Estate Planning Updates

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Spring '09 This newsletter includes the following:

• Pension
• IRS Allows Mid-Year Elimination of 3% Safe Harbors
• ESOPs
• Increasing Business Cash Flow with an ESOP
• Corporate
• An Alternate Exit Strategy for Medical Doctors
• Reminder: Upcoming Deadline for Healthcare Professionals
• Trusts & Estates
• Floridians with New York, New Jersy or Connecticut Real Estate

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Winter '09 This newsletter includes the following:

• Pension
• Suspension of 2009 Required Mnimum Distributions from Qualified Plans & IRAs
• 2009 Retirement Plan Cost of Living Increases
• Corporate
• Professional Practice Dissolution and an Orderly Transition
• Reminder: Upcoming Deadline for Accreditation for Office-Based Surgery
• Trusts & Estates
• The Best Laid Plans: How You Hold Title to You Assets can Affect Your Estate Plan

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Fall '08 This newsletter includes the following:

• Pension
• Final IRS Regulations Significantly Impact 403(b) Plans of Tax-Exempt Organizations
• Post-Employment Benefit Valuation Deadlines
• Year-End Deadline for Deferred Compensation Compliance
• ESOPs
• ESOPs and Charitable Remainder Trusts - A Valuable Combination
• Corporate
• Healthcare Providers: "Red Flag Rules" Delayed Until May 1, 2009

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Spring '08 Special Pension Edition This newsletter includes the following:

• Pension
• 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

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Winter '08 This newsletter includes the following:

• ESOPs
• The Nuts and bolts of ESOP Administration
• Corporate
• New York Attorney General Adopts Doctor Ranking Model Code
• Trusts & Estates
• Private Foundations: Not Just for the Fords or Rockefellers

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