gifts, giving, donations, contributions, receipts
Tax Planning

Tax Guideline to Charitable Donations

Not all charitable donations are created equal.  Some donations are deductible on your income tax return, while others are not.  The IRS also requires different supporting documentation for different types of contributions.  We have separated this article into two parts, for easy reading: Part I:  general issues related to charitable Read more…

ERISA, lawsuits, 401(k) plans, retirement
401K Plans

Most Common ERISA Lawsuits

Are 401(k) plans sued? What are the most common ERISA lawsuits? According to the Center for Retirement Research at Boston College, there were 107 lawsuits filed in 2017 against 401(k) plans.  It is important to understand the causes and potential consequences of these lawsuits, since 73% of workers in 2016 Read more…