Excise Telephone Seminars

IRS Form 8928: Health Plan Reporting and Excise Tax Update ...y to self-report certain regulatory plan failures and pay excise taxes where such failures are not corrected in a timely fashion once discovered, or are due to willful neglect. You need to know the Internal Revenue Code rules or risk expensive excise taxes for failure to comply with COBRA, HIPAA and other federal group health plan mandates. Recently issued IRS final regulations now require  more...

Financial Planning After Retirement: Coordinating the Retirement Plan with the Estate Plan ...t the owner decades of tax deferral as well as 50 percent excise tax penalties. Learn how to provide the best asset protection and estate planning benefits for large retirement plans so that the valuable 'stretch out' does not become a 'blow out.' Most trusts are inadequately drafted to handle retirement plans, especially in light of the recent changes of the Pension Protection Act. New  more...

Private Foundation Requirements and Restrictions ...e foundations and those involved with them to substantial excise taxes. This teleconference will review all of the rules associated with the establishment and operation of a private foundation, including the special excise taxes that apply to private foundations and the limitations that apply to the federal income tax charitable deduction for gifts to private foundations. Accountants,  more...

The New HIPAA Special Enrollment Rules and Related Disclosure Issues nRecently enacted legislation expands the special enrollment rights currently applicable to group health plans and imposes new notice and disclosure obligations for employers that maintain such plans. While many of these obligations are not effective until after 2009, the special enrollment changes are effective April 1, 2009. In addition, the new law imposes civil penalties of up to $100 a day  more...