- 07/2020
Matters of Interest – Volume 41 – Rating Agencies’ View of U.S. Life Insurance Industry – COVID-19 Employee Withdrawals from Qualified and Nonqualified Plans – Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) - 12/2019
Matters of Interest – Volume 40 – Final Regulations on “Reportable Policy Sales” – Impact on COLI/BOLI - 10/2019
Matters of Interest – Volume 39 – Wilson v. Safelite: A Call for Careful Administration of NDCPs - 06/2019
Matters of Interest – Volume 38 – An Overview of IRS Notices and Regulations Issued Under the TCJA - 05/2018
Matters of Interest – Volume 37 – A Brief Overview of Changes to Tax Law Under the TCJA - 07/11/2017
Matters of Interest – Volume 36 - 02/01/2017
Q1 2017 – Matters of Interest – Comprehensive Tax Reform on the 2017 Agenda - 04/14/2016
Q1 2016 – The “Clawback” of Erroneously Awarded Executive Compensation and Section 409A - 04/07/2015
Q1 2015 – The Potential Effect of Low Interest Rates on NonQualified Plan Funding - 01/20/2015
Q4 2014 – Matters of Interest – 2015 Tax Legislation - 10/31/2014
Q3 2014 – Matters of Interest — FICA Taxation of Nonqualified Deferred Compensation - 07/11/2013
Q1 2013 – Matters of Interest — IRS Aggressively Seeks Penalty Taxes Under Section 409A - 07/11/2013
Q2 2013 – Matters of Interest — President’s 2014 Budget Proposal - 01/08/2013
Q4 2012 – Matters of Interest — The American Taxpayer Relief Act of 2012 - 10/05/2012
Q3 2012 – Matters of Interest — The Possible Expiration of Bush-Era Tax Cuts and Its Effect on Deferred Compensation - 09/12/2012
2012 Q1 – Matters of Interest — Legislative Proposal President’s 2013 Budget - 10/01/2011
Fourth Quarter 2011 - 07/01/2011
Third Quarter 2011 - 01/01/2011
First Quarter 2011 - 10/01/2010
Fourth Quarter 2010 - 04/01/2010
Second Quarter 2010 - 01/01/2010
First Quarter 2010