Articles

Although more guidance will be forthcoming from the IRS and DOL on the SECURE Act provisions, employers should be aware that some changes impact 401(k) and 403(b) plans as early as January 1, 2020.

Though Opportunity Zones are being leveraged to garner millions of dollars of investment for Erie, critics of the Incentive claim that, as a whole, Opportunity Zones have only added to the capital stack of deals that would have been made regardless of the Tax Incentive—and they’re not completely wrong.

The Opportunity Zones Federal Tax Incentive is best utilized when all community partners work together to achieve its success. Although the initiative is not a governmentprogram, this does not mean that government is a silent bystander.

By enticing investors with tax free growth, Opportunity Zones work to give low-income communities a “shot in the arm” and a chance at making a deal that may not otherwise be possible, possible. In short, Opportunity Zones present opportunity.

If news headlines about cyber-attacks and data breaches have not yet frightened you to examine and bolster the security measures protecting your retirement plan assets, what kind of an epiphany are you waiting for?

Mergers and acquisitions among insurance agencies and brokers in the United States and Canada continue to occur at record levels.

On April 19, 2019 the IRS issued Revenue Procedure 2019-19, which updates the comprehensive system of correction programs for sponsors of retirement plans.

In addition to various Federal requirements such as the Health Insurance Portability and Accountability Act (HIPAA) that impose obligations on entities to disclose the occurrence of data breaches involving personal information, Pennsylvania law imposes breach notification requirements.

What Forest Landowners Need to Know About Estate Planning and Forest Preservation from a Legal Perspective

What public officials post on Facebook may now be considered to be public records.

Yesterday (November 22, 2016), a federal judge in Texas granted an emergency motion for preliminary injunction blocking, at least temporarily, the implementation of the Department of Labor’s new rule which amended certain regulations to the Fair Labor Standards Act (FLSA) and was to take effect on December 1, 2016.

The U.S. Department of Labor’s final rule updating the overtime regulations has just been announced.

April is National Financial Literacy month. What better way to welcome the first full month of spring than by reviewing your estate plan to ensure that your family will be provided for according to your wishes.

As we enjoy the holiday season, many of us look forward to celebrating with family. Unfortunately, in the context of estate planning and inheritances, it is all too common for families to end up in heated disputes after a loved one’s death. Many reasons may contribute, but the most common is lack of planning. Here are a few tips that could help reduce conflict.

Earlier this year, President Obama directed the Secretary of Labor and the DOL to reform the current "white collar" exemptions to increase the number of persons entitled to overtime under the FLSA. The finalized rules are expected to take effect in or near June, 2016.