Year-End Planning

News & Analysis as of

Have You Made Your New Year’s Resolutions for Your Business?

With 2015 upon her, Cinda Bossey is making her action item list for her business, Bossey Boots. Although the bulk of her time and efforts are spent on getting the business running and generating revenue, occasionally she...more

IRS Filing and Reporting Requirements for ISO Exercises and ESPP Stock Transfers

This Client Alert is intended to remind you of certain year-end reporting requirements under Section 6039 of the Internal Revenue Code of 1986, as amended (the “Code”), with respect to stock issued to employees (or former...more

Make a New Year’s Resolution to Review Your Estate Plan in 2015

Each year, at this time, we remind our clients of the importance of keeping their estate plan up to date. Estate planning goals change over the years for many reasons, including the birth, marriage, death or disability of a...more

Be More Efficient and Effective in 2015

Happy New Year! We hope you enjoyed quality time with family and friends over the holidays. It is hard to believe it is January 6, 2015. Where does the time go? Whether you are a New Year’s resolution kind of person or simply...more

New Year: Resolve, Review, Revise

The new year is a time for reflection. With that reflection often comes a resolve for change, from small modifications of some old habits to wholesale new beginnings and everything in between. From a business perspective,...more

Rosenbaum Law Firm Review - January 2015

In This Issue: - Stuff That Prospective 401(k) Plan Providers Tell You That's True - The Conduct Code for Retirement Plan Sponsors - Stuff That Won't Help A Retirement Plan Sponsor Limit Their...more

Top Five Resolutions for Covered Entities and Business Associates in 2015

The New Year is here. It is time to make those 2015 resolutions, and not just those for getting fit and healthy. Resolve now to improve your organization’s compliance with the Health Insurance Portability and Accountability...more

2015 Trends: #1 Increasing Pressure to Maximize the ROI of Ethics and Compliance Programs

We asked industry experts, colleagues and compliance officers what they believe will be the top issues impacting workplace ethics and corporate compliance programs in 2015. We gathered their best thinking and prepared our...more

2015 New Year’s Resolutions For Plan Sponsors

A New Year’s resolution is a promise that a person makes to achieve one or more personal goals, projects, or the reforming of a habit. The big deal about a New Year’s Resolution is that it is made in anticipation of the New...more

Take Stock Now So Your Law Practice Thrives in 2015

As the end of the year approaches, now is a good time to take stock of our successes — something a friend of mine poetically calls “harvesting”. As entrepreneurs who commit to changing the legal profession through the way we...more

2015 News & 2014 Most Viewed CA Estate Planning & Probate Blog Posts

Season's greetings and happy new year! This is my last post of 2014. News: Elected to State Bar of California Board of Trustees - As recently reported at the State Bar of California website, three attorneys have...more

The Pay Period Leap Year: Handling an Extra Pay Period in 2015

When I was a kid, my parents taught me the traditional Mother Goose rhyme to remember how many days each month had: “Thirty days hath September, April, June, and November. All the rest have 31….Except for February.” It always...more

The New Year is Here: Do You Have the Essential Estate Planning Documents in Place?

Essential Estate Planning Documents - Below is a list and brief overview of the documents most commonly identified as the “essential” estate planning documents. Please keep in mind that everyone’s situation is unique...more

Checklist for Employers to Comply with New California Laws

Employers should take action to ensure compliance with new employment laws that take effect January 1, 2015. In September 2014, California Governor Jerry Brown signed more than 300 new laws, many of which may require...more

Financial Services Weekly News Roundup - December 2014 #4

Regulatory Developments - SEC Proposes Changes to Exchange Act Registration Requirements to Implement JOBS Act Mandates - The SEC announced that it is proposing rule amendments under the Securities Exchange Act...more

‘Tis the Season

Beginning in mid-December, the holiday season in the U.S. really starts to run on all cylinders. Whether you’re celebrating Hanukkah (beginning December 16), Winter Solstice (December 21), Festivus (December 23 – see...more

New Year’s Resolution: Review Non-Compete

With the holidays around the corner, college football “Bowl Season” ramping up, and the singing of Auld Lang Syne within earshot, many employers not in the retail or travel businesses are wrapping up 2014 and preparing to...more

Group Health Plans: Year-End Action Items and Upcoming Changes - 2014

Employers should note upcoming cafeteria plan design changes that require an amendment no later than December 31, 2014 and other upcoming 2015 action items....more

Corporate Communicator - Winter 2015

Dear clients and friends, We present to you our traditional year-end issue of Snell & Wilmer’s Corporate Communicator to help you prepare for the upcoming annual report and proxy season. This issue highlights SEC...more

2015 Hot Topics for Multinational Companies

As we enter the New Year, Littler's international practice has identified a number of key employment and labor law issues for multinational companies (MNCs). The past year has brought to the fore some challenging issues...more

Compensation Issues – Revisited

We have completed another retirement plan audit season and have noticed a number of common errors occurring with compensation. I previously discussed these issues in my blog series “Compensation: The Missing Link – Part 1”...more

5 Insights From The SEC Whistleblower Program Annual Report That Will Impact Your 2015

The SEC’s whistleblower program has had a noteworthy year. They outlined the highlights in their “2014 Annual Report to Congress on the Dodd-Frank Whistleblower Program.” Here are five trends that will continue to have an...more

Brownstein’s Annual Water Rights Compliance Checklist for 2015

This checklist provides a summary of state water right reporting requirements and applicable deadlines for users of surface or groundwater in California. If you have questions about the information contained in this...more

Deferral Elections for 2015 Compensation

As reported in Part 3 of our 2014 End of Year Plan Sponsor “To Do” List, employers that sponsor deferred compensation programs should take action to ensure that deferral elections that apply to compensation that will be...more

New Illinois Employment Laws Taking Effect January 1, 2015

Along with decorations, holiday feasts, and other merriment, employers in Illinois get to celebrate the close of another year by updating their policies and practices to comply with several recently enacted laws that will...more

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