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UPDATE: IRS Releases DRAFT 2017 ACA Forms and Instructions 1094-C and 1095-C
This Update details the draft versions of the Affordable Care Act Information Reporting Forms (1094-C and 1095-C) for 2017.

CLIENT ALERT: Tax Guidance for New York Paid Family Leave
This "Client Alert" details the tax guidance provisions for New York Paid Family Leave benefits and premiums as issues by the New York State Dept. of Taxation & Finance.

UPDATE: Wellness Plans Suffer Setback in the Courts
This UPDATE details the US District Court's (District of Columbia) verdict regarding AARP's employer-sponsored wellness plans lawsuit against the Equal Employment Opportunity Commission.

UPDATE: Collecting Contributions for New York Paid Family Leave
This Update provides detailed information regarding the impact Paid Family Leave premiums will have on New Yorkers' employee payroll contributions.

The 20/20 Newsletter – Vol. 23 Issue 8
This month's "Personal Financial Review" features articles regarding retirement plan design, the importance of updating life insurance policies, and issues unmarried couples must address when becoming property owners.

20 QUESTIONS TO ASK ABOUT: Direct Recognition – Variable Investment Retirement Plans
This Publication provides details regarding the 20 most commonly asked questions associated with DR-VIP plans.