Marke Greene, a 14-year veteran of tax consulting, will replace Keith Palmer as national partner in charge of the firm’s Specialty Tax Services. Read the press release.
This resource will help you operate your plan in accordance with the terms of your plan documents, reduce opportunities for operational defects, and fulfill your fiduciary responsibilities to your employees.
The FASB issued proposed amendments intended to improve standards for financial statement presentation by not-for-profit organizations. To review these amendments, visit the FASB Web site. The comment period ends August 20, 2015.
Getting beneficiary designations wrong can have negative consequences for the people and entities the account owner intended to benefit. It’s essential to understand what those consequences are and the options available to get them right.