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Daily Tax Update - December 16, 2017: Conference Committee Tax Bill Released

Hatch Releases Modified Mark of Tax Reform Proposal
November 15, 2017
Senate Finance Releases Tax Reform Proposal
November 10, 2017
Ways and Means Committee Releases Text of Tax Reform Bill
November 2, 2017
'Big Six' Release Tax Reform Framework
Lisa M. Zarlenga
September 27, 2017
DOL Publishes Proposal to Delay Fiduciary Rule
Kate Jensen, Melanie Nussdorf, Eric G. Serron, Scott A. Sinder
March 2, 2017
Treasury, IRS Issue Temporary and Final Regulations Affecting Related-Party Financing
Andrew F. Gordon, Gregory N. Kidder, Robert J. Kovacev, Aaron P. Nocjar, Amanda Pedvin Varma, Lisa M. Zarlenga
October 15, 2016
More Filers, More to File: ERISA Agencies Slate Major Expansion, Revamp of Form 5500 for 2019
Paul J. Ondrasik Jr., Edward R. Mackiewicz, Edward Thomas Veal, Joni Andrioff
September 1, 2016
IRS Curtails Retirement Plan Determination Letter Process
Joni Andrioff, Don Wellington, Jennifer G. Krengel, Edward Thomas Veal
July 28, 2016
Newly Proposed Regulations Under Section 457(f) Impact Deferred Compensation Arrangements of Tax-Exempt and Governmental Entities
Don Wellington, Joni Andrioff, Jennifer G. Krengel, Suzanne Ross McDowell, Catherine W. Wilkinson
July 14, 2016
House Unveils Blueprint for Tax Reform
Amanda Pedvin Varma, Lisa M. Zarlenga, Stanley Smilack, Karen Jurichko Lowell
June 24, 2016
New DOL Enforcement Focus on Mental Health and Substance Use Disorder Parity
Joni Andrioff, Jennifer G. Krengel, Edward R. Mackiewicz, Eric G. Serron, Edward Thomas Veal, Don Wellington
June 6, 2016
Withdrawal Liability for Private Capital Equity Funds: The Sun Capital Partners Saga Continues
Edward R. Mackiewicz, Edward Thomas Veal, Joni Andrioff
April 14, 2016
The Department of Labor's Final Rule Redefining Fiduciary
Melanie Nussdorf, Eric G. Serron, Patrick S. Menasco, Joni Andrioff, Scott A. Sinder, Edward Thomas Veal, Kate Jensen, Raisa M. Daigneault, Osvaldo Vazquez, Bibek Raj Pandey
April 13, 2016
ERISA Preemption is Alive and Well
Paul J. Ondrasik Jr., Eric G. Serron, Edward Thomas Veal
April 5, 2016
Supreme Court Says Plans Must Move Quickly to Enforce Subrogation Rights
Edward R. Mackiewicz, Paul J. Ondrasik Jr., Eric G. Serron, Edward Thomas Veal
January 26, 2016
Update on Affordable Care Act Information Reporting Requirements
Joni Andrioff, Jennifer G. Krengel, Don Wellington, Lisa M. Zarlenga
January 6, 2016
Reporting Deadlines - and Penalties - Under the ACA are Approaching Quickly
Joni Andrioff, Don Wellington, Lisa M. Zarlenga
October 28, 2015
Penalties Double for Failure to File New IRS Information Returns Under the ACA
Joni Andrioff, Don Wellington, Lisa M. Zarlenga, Scott A. Sinder, Kate Jensen
August 26, 2015
The Future of Qualified Plan Determination Letters: Glimpses From the IRS
Edward Thomas Veal, Joni Andrioff
July 24, 2015
Treasury, PBGC Begin to Wrestle with Multiemployer Pension Plan Reforms
Edward R. Mackiewicz, Edward Thomas Veal
July 10, 2015
'Much Ado About Nothing': Supreme Court Holds ERISA Fiduciaries Have a Continuing Duty to Monitor Plan Investments
Paul J. Ondrasik Jr., Eric G. Serron, Joni Andrioff, Edward Thomas Veal
May 29, 2015
Amara Again - Second Circuit Upholds Judicial 'Reformation' of Pension Plan
Paul J. Ondrasik Jr., Eric G. Serron, Edward Thomas Veal
May 2015, Employee Benefit Plan Review
The DOL's Re-Proposed Redefinition of Fiduciary
Melanie Nussdorf, Eric G. Serron, Patrick S. Menasco, Joni Andrioff, Edward Thomas Veal
May 1, 2015
Unambiguous Plan Terms Defeat Equitable Estoppel, First Circuit Declares
Edward R. Mackiewicz, Edward Thomas Veal
February 13, 2015
Amara Again – Second Circuit Upholds Judicial "Reformation" of Pension
Paul J. Ondrasik Jr., Eric G. Serron, Edward Thomas Veal
February 9, 2015
Supreme Court Bids Adieu to "Yard-Man Inferences"
Paul J. Ondrasik Jr., Eric G. Serron, Edward Thomas Veal
February 5, 2015
Preemption Questions for Ill. Payroll Deduction IRA Plan
Joni Andrioff, Eric G. Serron
January 22, 2015, Law360
New Illinois Law Requires Employers to Enroll Employees in Payroll Deduction IRAs
Eric G. Serron, Joni Andrioff
January 8, 2015
Congress Revises PBGC's Controversial Substantial Cessation Liability (§4062(e)) Rules
Edward R. Mackiewicz, Edward Thomas Veal
January 7, 2015
Moench Presumption” Dies; ESOPs Live; Stock Drop Claims Are Seriously Wounded
Paul J. Ondrasik Jr., Melanie Nussdorf, Edward R. Mackiewicz, Morgan D. Hodgson, Eric G. Serron, Gwendolyn Prothro Renigar, Joni Andrioff, Edward Thomas Veal
June 26, 2014
Supreme Court Issues Decision Impacting Inherited IRAs
Joni Andrioff, Edward Thomas Veal
June 13, 2014
ERISA Advisory - Department of Labor Releases Proposed 408(b)(2) Fee Disclosure “Guide” Regulations
Patrick S. Menasco, Eric G. Serron, Melanie Nussdorf
April 17, 2014
2013 Arizona Tax Update
Pat Derdenger, Dawn Gabel, Frank Crociata, and Ben Gardner
ERISA Advisory
Paul J. Ondrasik Jr., Melanie Nussdorf, Eric G. Serron, Catherine W. Wilkinson, Edward Thomas Veal
April 11, 2014
“De-Risking”—More Employers Use Lump Sum Payouts Options to Decrease their Defined Benefit Plan Liabilities
Summer 2013, Employee Relations Law Journal, Vol. 39, No. 1
2012 Arizona Tax Update
Pat Derdenger, Dawn Gabel, Frank Crociata, and Ben Gardner
Full Time or Part Time: Counting Hours and Why This Will Matter Under Health Care Reform
Anne E. Moran
Spring 2013, Employee Relations Law Journal, Vol. 38, No. 4
Expanded Roth Conversion Opportunity for Retirement Plan Participants
Edward R. Mackiewicz, Melanie Nussdorf, Don Wellington, Edward Thomas Veal
January 11, 2013
Health Reform After Two Years: What's Next For Employers
Anne E. Moran
Fall 2012, Employee Relations Law Journal, Vol. 38, No. 3
Phased Retirement: Challenges for Employers
Anne E. Moran
Fall 2012, Employee Relations Law Journal, Vol. 38, No. 2
ERISA Advisory
Edward Thomas Veal
September 28, 2012
2011 Arizona Tax Update
Pat Derdenger and Ben Gardner
Briefing - Employment Law 2012 Looking Ahead to the Changes
Alison Wallace
March 2012
Explaining Plan Changes: Lessons from the Supreme Court in CIGNA v. Amara
Anne E. Moran
Winter 2011, Employee Relations Law Journal, Vol. 37, No. 3
Terminating 403(b) Arrangements : IRS Guidance Answers Some Questions, Avoids Others
Anne E. Moran
September 2011, Employee Relations Law Journal
2010 Arizona Tax Update
Pat Derdenger and Ben Gardner
The HEART Act: Additional Rules and Opportunities for Plans to Provide Benefits for Employees in Military Service
Anne E. Moran
Employee Relations Law Journal, Vol. 36, No.3, Winter 2010
Health Reform: What Employers Need to Consider
Victoria A. Judson, Anne E. Moran
Fall 2010, Employee Relations Law Journal
Qualified Plans Issues Relating to Rollovers for Roth Conversions
Victoria A. Judson
Summer 2010, Employee Relations Law Journal, Vol. 36, No. 1
The Potential Employment Tax Increase for Shareholders of S Corporations
Association of Convenience and Petroleum Retailing (NACS) and National Systems Contractors Association (NSCA)
Aaron P. Nocjar
June 2010
Economic Stimulus Package Contains New Parity Rules for Mental Health Benefits
Fall 2009, Employee Relations Law Journal Vol 35, No 2
Recent Legislative Changes Require Immediate Employer Action and Point to Future Trends
Summer 2009, Employee Relations Law Journal Vol 35, No 1
2009 Arizona Tax Update
Pat Derdenger and RuthAnne Frost
Supreme Court Rules on Age Discrimination and Early Retirement Eligibility
Winter 2008, Employee Relations Law Journal Vol 34, No 3
2008 Arizona Tax Update
Pat Derdenger
Electronic Notices and Consents: The IRS Issues Final Regulations
Spring 2007, Employee Relations Law Journal Vol 32 No 4
2007 Arizona Tax Update
Pat Derdenger
The New Pension Protection Act: More Work for Plan Administrators
Anne E. Moran
Winter 2006, Employee Relations Law Journal Vol 32 No 3
Fixing the Problem: Correcting Errors in Qualified Plans
Anne E. Moran
Fall 2006, Employee Relations Law Journal
ERISA Advisory - Significant Retirement Plan Provisions in Pension Bill Passed by the House and Senate
September 1, 2006
Spend Now, Spend Later: New Protections for Retirement Account Assets in Bankruptcy
Anne E. Moran, Misty A. Leon
Summer 2006, Employee Relations Law Journal
Surprises in Severance Packages: New Deferred Compensation Rules Limit Flexible Arrangements
Anne E. Moran, Misty A. Leon
Spring 2006, Employee Relations Law Journal
2006 Arizona Tax Update
Pat Derdenger
So You've Become a Fiduciary: Signposts, Suggestions, and Sympathy
Anne E. Moran, Misty A. Leon
Fall 2005, Employee Relations Law Journal
Deferred Compensation Legislation Casts a Wide Net
All Employers Need to Review Their Severance, Employment, and Compensation Arrangements
Anne E. Moran
Summer 2005, Employee Relations Law Journal
Stopping Pension Leaks: New Rules Requiring Default IRA Rollovers Go Into Effect in 2005
Anne E. Moran
Spring 2005, Employee Relations Law Journal
2004 Arizona Property Tax Update
Patrick Derdenger
February 10, 2005
2003-2005 Arizona Tax Update
Pat Derdenger
The Roth 401(k): Glitter or Gold?
Anne E. Moran
Winter 2005, Employee Relations Law Journal
IRS Audits of Executive Compensation: Need to Review
Anne E. Moran
Summer 2004, Employee Relations Law Journal
HSAs: The New Consumer Health Plan
Is This the Real Thing?
Anne E. Moran
Summer 2004, Employee Relations Law Journal
Contingent Workforce: Challenge for Benefits Managers
Anne E. Moran
Winter 2004, Employee Relations Law Journal
Delinquent 401(k) Deposits: Labor Dept's Tough Enforcement
Anne E. Moran
Summer 2003, Employee Relations Law Journal
New IRS Minimum Distribution Regulations: Roadmap for the Weary
Anne E. Moran
Spring 2003
VEBAS: Possibilities For Employee Benefit Funding
Anne E. Moran
Winter 2003
Stock Option Fundamentals
Anne E. Moran
Fall 2002, Employee Relations Law Journal
Protections for Employees Called into Military Service
Anne E. Moran
September 5, 2002
On Second Thought: Modifying Retiree Health Plans
Anne E. Moran
September 3, 2002

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