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FICPA Gulf Coast Chapter

January 6, 2014 Business & Tax Blog Estate Tax

These materials were presented to the FICPA’s Gulf Coast chapter on January 7, 2014:

DOMA and Estate Planning: A Florida Perspective
Presented by Douglas J. Elmore – Williams Parker
PPT
Outline

Trusts in an Era of Portability: The Not-so-Simple Analysis
Presented by Jeffrey T. Troiano – Williams Parker
PPT
Outline

Medicare Surtax Planning For Real Estate Investors and Developers
Presented by E. John Wagner, II – Williams Parker
PPT
Outline

Current Developments on Retirement and Welfare Plans Including Controlled Groups and DOMA
Presented by Carol L. Myers and Edward K. Kim – Williams Parker
PPT
Outline
2013 New Rules for Mid-Year Changes to 401(k) Safe Harbor Plans
The Sun Capital Case How Does it Impact Your Employee Benefit Plans
2013 Relaxation of Flex Plan Use it or Lose it Rule
IRS Notice 2014-1 Guidance on Same-Sex Marriage Issues for Cafeteria Plans Flexible Spending Arrangements and Health Savings Accounts
Fiduciary Responsibility Beware of Indemnification Agreements
Post-DOMA Developments and Potential Changes to Your Benefit Plans
2013 A Year of Significant Benefit Changes