Over the last couple of years, the Department of Health and Human Services (HHS) conducted “desk audits” of 166 covered entities and 41 business associates. These…
The IRS released draft 2018 forms for Affordable Care Act (ACA) reporting under Internal Revenue Code (Code) Sections 6055 and 6056. Draft instructions for 2018…
Rule Permits Associations Based on Industry or Geography The U.S. Department of Labor (DOL) has issued a new rule that allows employers to join together…
The Affordable Care Act’s medical loss ratio (MLR) rules require group health insurance issuers to provide rebates if their MLR—the amount of health insurance premiums…
As so many of you know, our good friend and colleague, Justin Bennett, suffered a traumatic spinal cord injury in July 2016 that rendered him…
We are excited to announce that Ashley Vice, CFA, CFP® joined our wealth management team as a Portfolio Manager earlier this summer. Ashley works with…
Making the most of available tax credits is a key component in any plan for minimizing tax liabilities. Remember, tax credits are much more valuable…
IR-2018-145, June 28, 2018 Taxpayers who owed additional tax when they filed their 2017 federal tax return earlier this year can avoid another unexpected tax…
Each step in the process of terminating an employee should be carefully executed. Each step must be carefully and thoroughly documented. If an employee is…
Health plans with 100 or more plan participants at the beginning of a plan year are generally required to furnish a Summary Annual Report (SAR)…
Overview of Employer Responsibilities for Handling Rebates The Affordable Care Act’s medical loss ratio (MLR) rules require group health insurance issuers to provide rebates if…
New Rule Loosens Current Restrictions Effective October 3, 2018, a new rule will allow individuals to purchase short-term, limited-duration health insurance coverage for a period…
