High Net Worth Planning During Potential Tax Reform

Following the recent election results, there have been many questions about potential Tax Reform, and how this will impact estate tax planning. Top financial, legal and tax advisors will all agree... Read More

Client Alert: ACA Reporting Updates

IRS Extends Due Dates for Certain ACA Information-Reporting Requirements On November 18, the IRS released Notice 2016-70, which contains two important announcements with respect to the employer... Read More

IPS Advisors November Retirement Report

Advisor Insights: Understanding the Differences Between Index Funds and Underlying Indexes   Over the past few years, there has... Read More

5 Tips on Adopting and Enforcing a Time-Off Policy

5 Tips on Adopting and Enforcing a Time-Off Policy

Whether paid or unpaid, time-off is an important respite that allows employees to take vacations, attend to personal or family business, or simply rest and recharge. However, managers and employees... Read More

IRS Announces 2017 Pension Plan Limits

On October 27 the Internal Revenue Service released Notice 2016-62 which announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax... Read More

2017 Health FSA Limit Increases to $2600

On October 25, the Internal Revenue Service announced the tax year 2017 annual inflation adjustments for more than 50 tax provisions, including the tax rate schedules, and other tax changes. Revenue... Read More

IPS Advisors Announces Manager Promotions

IPS Advisors Announces Manager Promotions

IPS Advisors recently announced two team promotions within the firm’s Corporate Benefits Consulting practice area. Stacey Farrell is now Manager of Private Sector Marketing Operations. Stacey... Read More

Transitional Reinsurance Due November 15

Under the Affordable Care Act, group health plans must pay an annual fee to fund the Transitional Reinsurance Program ("Program"), designed to help stabilize premiums in the individual health... Read More

IRS Finalizes Regulations for Same-Sex Marriages

On September 2, 2016 the IRS issued final regulations reflecting the U.S. Supreme Court decisions on same-sex marriage and prior IRS guidance in Revenue Ruling 2013-17. The new regulations finalize... Read More

Your IRA: Beneficiary Strategies and Key Considerations

Your IRA: Beneficiary Strategies and Key Considerations

One of the key components of the Employee Retirement Income Act of 1974, Individual Retirement Accounts, or IRAs, were created as a means to help individuals save for retirement in a tax advantaged... Read More