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The 20/20 Newsletter – Vol. 24 Issue 10
October 2018's "20/20 Newsletter" features articles regarding the benefits of family foundations, donating used vehicles to charity and establishing a Roth IRA early in a child's life.

CLIENT ALERT: IRS Releases FINAL 2018 ACA Forms and Instructions 1094-C and 1095-C
This "Client Alert" contains additional information regarding the finalized versions of ACA Information Reporting Forms 1094-C and 1095-C for 2018.

UPDATE: IRS Issues Q&As on the Paid Family and Medical Leave Business Tax Credit
This "Update" includes information on Notice 2018-71. This Notice from the IRS has information regarding business tax credit for employers offering paid medical leave or paid family leave.

CLIENT ALERT: What To Do With Your Medical Loss Ratio Rebate
This "Client Alert" includes allocation & tax information regarding Medical Loss Ratio rebates. (Please note: does NOT apply to plan sponsors of self-funded medical plans)

The 20/20 Newsletter – Vol. 24 Issue 9
This "20/20 Newsletter" includes articles focused on common Social Security myths, the importance of sharing financial information with loved ones and overcoming the financial challenges of being a single parent.

CLIENT ALERT: New York Paid Family Leave 2019 Contribution and Benefit Maximums Announced
This "Client Alert" details the contribution and benefit maximums detailed by the New York State Paid Family Leave website.