Robert Louis

Robert Louis

Saul Ewing LLP

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Latest Publications


2017 IRS Limits Announced for Benefits and Other Tax Provisions

Members of Saul Ewing’s Tax and Employee Benefits and Executive Compensation Practices have outlined the recently announced 2017 dollar limits on the Social Security Wage Base, compensation and deferrals for retirement plans,...more

2/2/2017 - Affordable Care Act IRS Medicare Part B Retirement Plan Social Security

Planning in an Age of Uncertainty

As we enter the beginning of a new administration in Washington, many provisons of federal law are being considered for possible changes. At this point (January 28, 2017) it's not possible to say what will be changed and...more

1/30/2017 - Estate Tax Income Taxes Retirement Tax Rates

"Fasten Your Seat Belts. It's Going to Be a Bumpy Night."

In the classic Hollywood movie All About Eve, Bette Davis offered that advice to party-goers, and they were well-advised to heed it. The same advice applies as we begin a new year and the start of a Congressional session that...more

1/3/2017 - DOL Fiduciary Rule Trump Administration

SJU Program: Educating and Engaging the Next Generation

The Initiative for Family Business and Entrepreneurship at St. Joseph University's Haub School of Business presented another interesting program for family businesses on October 27, 2016. The program, which was part of a...more

11/2/2016 - Business Succession Family Businesses Succession Planning

Social Security Increases for 2017

The Social Security Administration has announced changes for 2017. Social Security benefit payments will increase by .3% (3/10s of 1%) next year. The Social Security Wage Base, the amount of income subject to Social Security...more

10/18/2016 - Retirement Social Security Social Security Benefits Social Security Taxes

When the Family Business is Beer

St. Joseph's University's Haub School of Business sponsors the Initiative for Family Business and Entrepreneurship, and I am honored to be a member of its Advisory Board. Yesterday, September 27, 2016, the Initiative...more

9/28/2016 - Breweries Family Businesses

Treasury Proposes Regulations That Will Limit Valuable Asset Transfer Techniques for Families

On August 2, 2016, the Internal Revenue Service released proposed regulations under section 2704 of the Internal Revenue Code, which could cause dramatic changes to valuation discounts - one of the most valuable transfer...more

8/12/2016 - Estate Tax Generation-Skipping Transfer Internal Revenue Code (IRC) IRS Proposed Regulation Valuation

ERISA self-insured health plan not required to cover same sex spouses

In Roe v. Empire Blue Cross Blue Shield, No. 12–cv–04788 (NSR), 58 EBC 1077, 2014 WL 1760343 (S.D. N.Y. May 1, 2014), the United States District Court for the Southern District of New York held a self-insured health plan that...more

7/10/2014 - Blue Cross ERISA Insurance Industry Retirement Plan Same-Sex Marriage Self-Insured Health Plans

Legal same-sex marriages to be recognized for federal tax purposes

A new federal policy will allow legally married same-sex couples to get the same federal tax benefits as married heterosexual couples. The policy applies even if the same-sex couple lives in a state that does not recognize...more

9/5/2013 - DOMA IRS Marriage Same-Sex Marriage SCOTUS Tax Benefits U.S. Treasury US v Windsor

The Ubiquity of Retirement Planning

Advice on retirement planning is being offered by many entities and forms of media these days. Those of us in the early baby boom generation are bombarded by offers to have dinner and listen to lectures as to how to invest...more

7/29/2013 - ERISA Financial Planning IRA Pensions Retirement Plan

The Seven Ages of Retirement

Important decisions in planning retirement income and expenses can be made at seven ages, and the decisions made at those ages can have a substantial effect on the quality of retirement....more

7/26/2013 - IRA Medicare Penalties Qualified Retirement Plans Retirement Retirement Plan Social Security

Retirement Planning is a Learning Process

Despite the extensive information available from many sources about retirement planning, many people remain puzzled and disconnected from that type of planning....more

7/26/2013 - 401k Defined Contribution Plans Qualified Retirement Plans Retirement Retirement Plan Social Security

The Problem With Retirement Plans

Over the past 30 years, a dramatic change has taken place in the use of retirement plans to help people save for their later years....more

7/26/2013 - 401k Benefit Plan Sponsors Employee Benefits ERISA Pensions Retirement Retirement Plan

Pennsylvania exempts qualified family-owned businesses from inheritance tax

Pennsylvania has enacted legislation that exempts certain family-owned business interests from its Inheritance Tax....more

7/17/2013 - Exemptions Family Businesses Inheritanance Tax

What is a Social Media Will?

A government publication called the Consumer Action Handbook refers to the preparation of a social media will. Many people have online accounts of various types. What happens to them when you die?...more

7/5/2013 - Estate Planning Internet Passwords Social Media Social Media Policy Wills

The Million Dollar Illusion?

Recent articles in the New York Times have added to he discussion of what amount is needed to retire. Focusing on $1,000,000, which is less than the cost of an average apartment in Manhattan, the first article suggests that...more

6/17/2013 - 401k Bonds Investors Retirement Plan

Government Publications on Retirement

The website has many helpful publications, including some that offer practical advice about retirement. That website is now offering a series of pamphlets called Trustworthy Retirement Resources for...more

5/30/2013 - Elder Issues Retirement Plan

Scams That Prey on the Elderly

In addition to the many companies, organizations and governmental units that are attempting to help people who are planning or are into their retirement, we should not be surprised to learn that there are many scams being...more

5/29/2013 - Credit Cards Credit Reporting Agencies Elder Issues IRS Nonsubscribers Scams

How To Retire Happy, According to One Author

Another feature of the Baby Boom Generation moving into retirement is the plethora of books written on the subject. Retirement for Dummies is part of the Dummies series of books on how to do everything. Of course, it’s very...more

5/28/2013 - Books Decision-Making Process Retirement

Retirees Relying on Pension Loans

A recent article in the New York Times reports on a development in the ongoing saga of how people will meet their expenses in retirement. A borrowing technique has been heavily marketed, called pension advances, which are...more

5/24/2013 - Loans Pensions Retirement Plan

Fiscal cliff avoided — what it means for you

While most of us were celebrating the new year, members of the U.S. House and Senate were trying to prevent a fall over the dreaded "fiscal cliff," the combination of automatic tax increases and automatic reductions in...more

1/5/2013 - Alternative Minimum Tax American Taxpayer Relief Act Capital Gains Charitable Donations Dividends Estate Tax Fiscal Cliff Generation-Skipping Transfer Gift-Tax Exemption Income Taxes IRA Portability Tax Extensions

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