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What's New - 2014

The information listed below is provided as a service to you and may be helpful to you and your company, it is provided by Weir Financial Resources for general purposes only. We make no representation as to the contents of any of the information on this page, including representations of accuracy, merchantability or fitness.

Description Date

The 2015 interest rate outlook: 7 questions answered


2014 Year-End Wealth Transfer Planning: Opportunities


Electronic DOL Filing for Top Hat Plans to Be Mandatory


Selecting the Right ILIT Trustee – Art or Science?


Deferred Compensation for Tax-Exempt Organizations (Part II) – Non-Qualified Arrangements.


NQDC Plans Play Important Role in Retirement Readiness

Bank Director.con

BOLI Growth Continues: Latest Trends in Bank-Owned Life Insurance


Court Imposes FICA Special Timing Rule for Nonqualified Deferred Compensation


Split Dollar Opportunities for Closely-Held Businesses.


2013 Non Qualified Deferred Compensation Participant Study
Click for Whitepaper
Click to view Findings
Click to view Graphic


FICA Taxes & Nonqualified Deferred Compensation – Fundamental Rules & Planning Considerations

Buffalo Business First

WFR Client Memo 409(A)IRS Limited Scope Audits


IRS Announces New Program to Audit 409A Compliance

Buffalo Business First

Buffalo Business First FDIC study indicates community banks on rise


Final Regulations and Recent Tax Court Case Clarify Definition of “Substantial Risk of Forfeiture” Under IRC Section 83.


Two Risks that Boards shoudl Understand regarding BOLI - A current look at how banks can address the risks inherent in bank-owned life insurance products.


Five Reasons to Keep a Life Insurance Policy - A careful analysis could show that the value of a client's life insurance policy far exceeds the cost.


See coordinated insurance industry response to Congress Ways and Means draft Tax Reform proposal

Buck Consultants

F.Y.I. Alert - Tax Reform draft proposal released by Congress Ways and Means may serve as model for future employee benefit tax law changes

Internal Revenue Service

I.R.S. Nonqualified Deferred Compensation Audit Techniques Guide


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