Tax Topics

Below is a partial list of tax topics on which we frequently consult:

  • employees of foreign affiliates covered by employer plan
  • IRAs
  • ESOPs
  • ESPPs
  • non-qualified deferred compensation
  • participation and coverage requirements for qualified plans
  • vesting requirements for qualified plans
  • minimum funding standards for pension plans
  • ​withdrawal liability for multiemployer pension plans
  • controlled groups, governmental and church plans, leased employees, and other key definitions
  • limitations on contributions to qualified plans
  • top-heavy plans
  • survivor annuity benefits and spousal rights
  • deferred compensation plans of state and local governments and tax-exempt organizations
  • trusts exempt from taxation
  • non-profit organizations
  • associations
  • unrelated business and tax on the income
  • independent contractors
  • affiliated and controlled groups
  • wages and employment, employee versus independent contractor
  • excise taxes, prohibited transactions
  • Affordable Care Act rules, penalties
Be Sociable, Share!