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What's New - 2014

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http://www.lifehealthpro.com/

The 2015 interest rate outlook: 7 questions answered

12-09-2014

2014 Year-End Wealth Transfer Planning: Opportunities

12-04-2014

Electronic DOL Filing for Top Hat Plans to Be Mandatory

11-03-2014

Selecting the Right ILIT Trustee – Art or Science?

10-16-2014

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

07-31-2014
Planspponsor.com

NQDC Plans Play Important Role in Retirement Readiness

07-31-2014
Bank Director.con


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

07-23-2014

Court Imposes FICA Special Timing Rule for Nonqualified Deferred Compensation

07-16-2014

Split Dollar Opportunities for Closely-Held Businesses.

07-10-2014
principal.com

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

06-30-2014

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

06-19-2014
Buffalo Business First

WFR Client Memo 409(A)IRS Limited Scope Audits

06-02-2014

IRS Announces New Program to Audit 409A Compliance

05-30-2014
Buffalo Business First

Buffalo Business First FDIC study indicates community banks on rise

04-09-2014

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

03-13-2014

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.

03-12-2014

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.

03-07-2014

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

02-27-2014
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

02-27-2014
Internal Revenue Service

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

01-21-2014

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