Jeffrey S. Ashendorf

Jeffrey S. Ashendorf


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2016 Cost of Living Increases are Rare

On October 21, 2015, in Information Release 2015-118, the IRS announced cost-of-living adjustments to various dollar limitations under the Internal Revenue Code (the "Code") for pension plans and other related items for the...more

10/28/2015 - 401k 403(b) Plans 457(b) Plans Affordable Care Act Cost-of-Living Defined Contribution Plans Employee Benefits FSA Health Insurance Healthcare HHS Insurance Industry Internal Revenue Code (IRC) IRA IRS Medicare Part B Multiemployer Plan Retirement Plan Social Security Act Social Security Administration (SSA) Tax Credits

IRS Provides Protection against Upcoming Change in Rollover Rules

Today, in Announcement 2014-32 (the "Announcement"), the Internal Revenue Service clarified the rules that will apply going forward when an owner of an individual retirement arrangement (IRA) seeks to roll over a distribution...more

11/12/2014 - Financial Products Income Taxes IRA IRA Rollovers IRS Popular

When is a Retirement Account not a Retirement Account?

Q: When is a retirement account not a retirement account? A: When it's an inherited IRA and the owner is bankrupt. That's what the Supreme Court said last week in a case involving the Bankruptcy Code's exemption...more

6/17/2014 - Clark v. Rameker Consumer Bankruptcy Estate Planning IRA Popular Retirement SCOTUS

Legal Alert: The Fiscal-Cliff Tax Relief Affected Benefits, Too

As most everyone knows by now, Congress adopted, and President Obama signed, legislation – the American Taxpayer Relief Act (the "Act") – that resolves many elements of the so-called "fiscal cliff," i.e., the various tax...more

1/5/2013 - Adoption Alternative Minimum Tax American Taxpayer Relief Act Charitable Donations CLASS Act Dependent Care Educational Assistance Programs Fiscal Cliff IRA Roth Conversions Tax Extensions

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