Retirement Plan Relief for Victims of Hurricane Sandy
Discussed Announcement 2012-44 and the options available to employees their families and plan sponsors. | 1 month ago |
Employee Plans Compliance Resolution System Changes
Discussed Revenue Procedure 2013-12 and the various changes to the IRS correction programs. | 1 month ago |
Ethical Standards for and Accountability of Practitioners Offering Tax Advice Relating to Employee Benefit Plans
Discussion on professional standards of conduct applicable to, and the accountability of, individuals that provide tax advice relating to employee benefit plans. | 1 month ago |
Correction of 401(k) Plan Mistakes - EPCRS
How to correct common mistakes in 401(k) plans using IRS EPCRS. | 1 month ago |
Overview of the 2012 Cumulative List of Plan Qualification Changes
Discussed Revenue Procedure 2013-12 and the various changes to the IRS correction programs. | 1 month ago |
MAP-21: Changes to Segment Rates
Discussed the Moving Ahead for Progress in the 21st Century Act (MAP-21) and recently released related guidance. | 1 month ago |
Lifetime Annuity Guidance Phone Forum
Discussion on guidance issued in 2012 in response to the Adminstration's initiative to encourage lifetime annuity options for retirees. | 7 months ago |
Unique Employment Tax Classification issues in Government Entities
A critical issue for all government employers is properly classifying workers as employees or independent contractors. This phone forum addresses key concepts in worker classification decisions. | 7 months ago |
Requirements for Furnishing Form 1099-G Electronically
Learn how to successfully implement affirmative electronic Forms 1099-G consent procedures, requirements and how the process works. | 7 months ago |
Gaming in Tax-Exempt Organizations
IRS experts explain how conducting gaming activities can affect an organization's tax-exempt status and tax reporting responsibilities. | 9 months ago |
Recordkeeping Phone Forum
Keep the right records, for the right amount of time, for business tax reporting purposes. Also learn about what basic examination procedures to expect, if your business account is audited. | 2 years ago |
SIMPLE Solution for Finding and Fixing SIMPLE IRA Plan Mistakes
To communicate the SIMPLE Solution for Finding and Fixing SIMPLE IRA Plan Mistakes | 2 years ago |
Abusive Tax Avoidance Transactions (ATAT) and Emerging Issues
ATAT and Emerging Issues EP Phone Forum audio and transcript. | 2 years ago |
Campus Correspondence Audit Process & Resolution
A presentation by IRS employee on the topic of Correspondence Audit Process | 2 years ago |
ESOP Update
Communicating updated ESOP information. | 2 years ago |
Tax-Sheltered Annuity Plans, 403(b) Update
403(b) Plan Update Phone Forum: Discussed the past, present, and near future of 403(b) plans. Provided brief history of 403(b) plans, the basics of how they have operated in the past, and how developments over the past 40 years led to the issuance of the recent final regulations for 403(b) plans. Also discussed the upcoming Pre-approved Plan program that will, for the first time, allow 403(b) eligible employers to adopt prototype or volume submitter plans that receive an opinion letter or advisory letter, respectively, from the Service. | 2 years ago |
Form 2848 vs Form 8821
Form 2848 vs Form 8821 Phone Forum audio and transcript. | 2 years ago |
Retirement Plans Determination Letter Program
Retirement Plans Determination Letter Program Phone Forum: Discussed the status of the new determination letter program, the types of "reliance" available to preapproved plans, with or without a determination letter, tips on completing the new Form 5307, along with ways to avoid common mistakes to make the process go more smoothly. | 3 years ago |
SEP Plan Pitfalls
The first, and major part of this event, consists of a presentation on potential problems faced by employers who maintain SEP plans. The second part will consist of a question and answer session... | 3 years ago |
Funding-Based Benefit Restrictions
A presentation about funding rules for single employer plans and benefit restrictions. | 3 years ago |
Planned Distributions
Information on required minimum distributions for 2009, recent guidance dealing with paid-time-off plans and a couple of revenue rulings, short discussions of 402(f) notices for benefit distributions that go to participants, and rollover issues and other guidance that was issued. | 3 years ago |
IRS Collection Process Part 2: Partial Payment Installment Agreements and Form 1099-OID Original Issue Discount Refund Scheme
Part 2 has information about new legislation that allows the IRS to enter into installment agreements that result in full or partial payment of the tax liability. | 3 years ago |
Proper Worker Classification
Worker classification determinations are made on a case-by-case basis that depend on the specific facts and circumstances.
| 3 years ago |