The Tax of Life

  • All Topics
  • Contributors
  • About
  • Contact
  • Subscribe

How to Prepare for the IRS’s “New 90-Day Pre-Examination Compliance Pilot” Audit Process

June 10, 2022 by Lowell Walters

 Carlton Fields tax attorney Lowell Walters provides an overview of the IRS's "New 90-Day Pre-Examination Compliance Pilot" audit process and explains what you can do to prepare for it. Introduction Hello, ladies and gentlemen. My name is Lowell Walters and I am going to speak with you today about a new IRS audit program, and what you should be doing now to prepare. I am an attorney with Carlton Fields and the focus of my practice is employee benefits. I spend ... Keep Reading »

Filed Under: Employee Benefits, Federal Income Tax

COBRA Deadlines and Proofs of Mailing in Carter v. Southwest Airlines Co. Board of Trustees

May 18, 2021 by Lowell Walters

 Carlton Fields tax attorney Lowell Walters explains what we can learn about a recent case in which a former employee claimed to be owed benefits, and provides suggestions on how companies can protect themselves. Transcript: This article should interest plan sponsors of group health plans that are subject to COBRA. With COVID-19 relief providing more leniency to qualified beneficiaries eligible for COBRA coverage, COBRA administrative systems are bound to be tested, ... Keep Reading »

Filed Under: Employee Benefits

Midyear Premium Increases and Cafeteria Plan Rules

May 7, 2021 by Lowell Walters

 Carlton Fields tax attorney Lowell Walters discusses issues that can arise when employers with group health plans increase the premiums paid by employees midyear, which we might see more of since certain grandfathered health plans will have greater flexibility to increase employee costs. Transcript: This article is directed to employers that offer group health insurance to employees. On December 15, 2020, the IRS, DOL, and HHS released regulations allowing group ... Keep Reading »

Filed Under: Employee Benefits

Department of Labor Imposes Additional Requirement on Employer-Provided Health Services

February 25, 2021 by Lowell Walters

 Carlton Fields tax attorney Lowell Walters discusses a new group health plan documentation requirement for mental health parity compliance. Transcript: Hello. My name is Lowell Walters. I want to talk with you about some COVID-19 related legislation that was passed into law just at the end of December 2020 that imposes a new obligation on employers that provide health insurance benefits to employees. Now, I'm an attorney at Carlton Fields and the focus of my ... Keep Reading »

Filed Under: Employee Benefits

Alternative Retirement Plan Investments: A Retirement Plan Committee Checklist

October 9, 2020 by Lowell Walters

Participants do not always prefer the investment choices retirement plans offer. Whether participants want additional ways to diversify their portfolios or have other reasons, participants are asking retirement plan sponsors with participant-directed accounts (commonly found in profit-sharing, 401(k), and 403(b) plans) to offer investment options that go beyond traditional investment alternatives. Common examples include investments in real estate, collectibles, ... Keep Reading »

Filed Under: Employee Benefits

  • 1
  • 2
  • 3
  • …
  • 15
  • Next Page »

Carlton Fields Logo

A blog focused on recent developments in tax law by the attorneys of Carlton Fields.

Focused Topics

  • Employee Benefits
  • Estate and Gift Tax
  • Federal Income Tax
  • International Tax
  • LLCs and Partnerships
  • Qualified Opportunity Zone
  • State and Local Tax
  • Tax Exempt Organizations
  • Tax Controversy

Recent Articles

  • How to Prepare for the IRS’s “New 90-Day Pre-Examination Compliance Pilot” Audit Process
  • COBRA Deadlines and Proofs of Mailing in Carter v. Southwest Airlines Co. Board of Trustees
  • Midyear Premium Increases and Cafeteria Plan Rules

Get Weekly Updates!

Receive articles straight to your inbox, every Monday at 8:00 A.M.

Carlton Fields

  • carltonfields.com
  • Practices
  • Industries
  • ExpectFocus Magazine

Related Practices

  • Taxation
  • Tax Litigation and Controversy

About Tax of Life

  • All Topics
  • Contributors
  • About
  • Contact
© 2014–2023 Carlton Fields, P.A. · Carlton Fields practices law in California as Carlton Fields, LLP · All Rights Reserved · Privacy Policy · Disclaimer

Carlton Fields publications should not be construed as legal advice on any specific facts or circumstances. The contents are intended for general information and educational purposes only, and should not be relied on as if it were advice about a particular fact situation. The distribution of this publication is not intended to create, and receipt of it does not constitute, an attorney-client relationship with Carlton Fields. This publication may not be quoted or referred to in any other publication or proceeding without the prior written consent of the firm, to be given or withheld at our discretion. To request reprint permission for any of our publications, please contact us. The views set forth herein are the personal views of the author and do not necessarily reflect those of the firm. This site may contain hypertext links to information created and maintained by other entities. Carlton Fields does not control or guarantee the accuracy or completeness of this outside information, nor is the inclusion of a link to be intended as an endorsement of those outside sites. This site may be considered attorney advertising in some jurisdictions.