Media Room

Mar 6, 2017

Colin Hurley has been promoted to Vice President of Marketing and Sales.

Feb 10, 2017

On February 3, 2017, President Trump instructed the Secretary of Labor to review the effect of the Fiduciary Duty Rule on the ability of Americans to obtain retirement information and financial advice.  If the Secretary determines that the Fiduciary Duty Rule adversely affects the ability of Americans to obtain such information and advice, then the Secretary is further instructed to recommend a proposed rule either rescinding or revising the Fiduciary Duty Rule.  Any proposed rule rescinding or revising the Fiduciary Duty Rule would be subject to the same notice

Jan 2, 2017

On December 29, 2016, the Internal Revenue Service (IRS) released Notice 2017-08, which extends the deadline for filing Form 8886 and Form 8918 in connection with “micro-captive transactions” to May 1, 2017. Click here for a copy of Notice 2017-08.

Dec 15, 2016

Everyone loves a good New Year’s Eve party! The best part is watching the ball drop as we say goodbye to the old year and welcome the new.  Planning ahead will help ensure that your New Year starts out right. Here are some simple safety tips for attending or hosting a New Year’s celebration.

Dec 12, 2016

Each year, the IRS sets limits for pension plans. These limits are reviewed annually and adjusted for inflation. The following are some important limits in effect for 2017:

Dec 12, 2016

Pensions have key dates for filing and disclosures that a plan trustee should be aware of. We have produced a printer friendly PDF version of the important 2017 Pension Dates to Remember.

Click here for a copy of the 2017 dates.


Dec 6, 2016

Qualified retirement plans offer many different investment options.  One option, which is often overlooked, is life insurance.  Under the right circumstances, life insurance can be an attractive investment option for a qualified retirement plan.

Nov 30, 2016

The kind of tree that adorns a person’s home during the holidays can provoke debate as much as Coke vs. Pepsi or Chevy vs. Ford. When it comes to Christmas trees, do you choose live or artificial? Do you cut your own at a local farm or do you prefer the convenience of a tree bought at a local store that won’t shed its needles, doesn’t need water and already has lights?

Nov 22, 2016

The Department of the Treasury and the IRS recently issued Notice 2016-66, identifying a certain type of captive insurance company as a "transaction of interest".  Taxpayers that participate in a "transaction of interest" are required to file a Form 8886 with the IRS.  Material Advisors are required to file a Form 8918.  We have prepared a technical memorandum summarizing the provisions of Notice 2016-66.

Nov 22, 2016

On November 1, 2016, the Department of the Treasury and the Internal Revenue Service (the "IRS") issued Notice 2016-66. The Notice describes a certain type of captive insurance company and identifies the transaction as a "transaction of interest". Persons engaging in the transaction are required to disclose their participation in the transaction to the IRS.