| Pension | Corporate | Trusts & Estates | ESOPs |
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- White Plains, NY 10601
- Tel: 914.948.1556
- Fax: 914.948.1706
- Pension
- Accounting for OPEB Benefits Under GASB #45, Talk of the Towns, July/August 2008
- IRS Final Regulations Move the Tax Sheltered Annuity Rules Closer to the Qualified Plan Area, Journal of Retirement Planning, July-August 2008
- Maximizing Retirement Benefits using a Subchapter S Corporation ESOP, Journal of Retirement Planning, March-April 2008
- New Comparability Retirement Plan for the Business Owner, The Financial Planning Association of the Greater Hudson Valley, Spring 2008
Fall '11
Summer '11
Spring '11
- 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
- Correcting Plan Document Failures to Avoid IRS Penalties
- Voluntary Correction Program for Non-Qualified Deferred Compensation Document Failures
- Roth Conversions: A Unique Opportunity in 2010
- Cash Balance Plans: How to Increase your Tax-Deductible Plan Contributions
- IRS Allows Mid-Year Elimination of 3% Safe Harbors
- Suspension of 2009 Required Minimum Distributions from Qualified Plans & IRAs
- 2009 Retirement Plan Cost of Living Increases
- 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 '11
Summer '11
Spring '11
- House Acts to Postpone Proposed 21.2% Decrease in 2010 Medicare Physician Fee Schedule; Bill Goes to Senate
- Mandatory Compliance for Medicaid Providers
- Electronic Health Record Resources for Primary Care Physicians
- New Managed Care Reform Law in New York Benefits Providers
- An Alternative Exit Strategy for Medical Doctors
- Reminder: Upcoming Deadlines for Healthcare Professionals
- Professional Practice Dissolution and An Orderly Transition
- Reminder: Upcoming Deadline for Accreditation for Office-Based Surgery
- Healthcare Providers: "Red Flag Rules" Delayed Until May 1, 2009
- New York Attorney General Adopts Doctor Ranking Model Code
Fall '11
Summer '11
Spring '11
- Estate Planning Update
- Correctly Title Your Assets
- Ensure Your Estate Plan is Up-To-Date
- Estate Planning Updates
- Floridians with New York, New Jersey or Connecticut Real Estate
- The Best Laid Plans: How You Hold Title To Your Assets Can Affect Your Estate Plan
- Private Foundations: Not Just for The Fords or Rockefellers
Fall '11
Summer '11
Spring '11
- Succession Planning: Is an ESOP Right for Your Business?
- Financing ESOP Transactions
- Increasing Business Cash Flow with an ESOP
- ESOPs and Charitable Remainder Trusts — a Valuable Combination
- The Nuts and Bolts of ESOP Administration
