News & Analysis as of

Year-End Planning

Snell & Wilmer

2023 End of Year Plan Sponsor “To Do” List (Part 4) Executive Compensation

Snell & Wilmer on

As 2023 comes to an end, we are pleased to present our traditional End of Year Plan Sponsor “To Do” Lists. This year, we present our To Do Lists in four separate SW Benefits Updates. Part 1 covered health and welfare plan...more

Mintz - Privacy & Cybersecurity Viewpoints

Preparation for 2023 Fiscal Year-End SEC Filings and 2024 Annual Shareholder Meetings

A number of significant regulatory, legal, market, and ESG-related developments and issues will affect how public companies approach the upcoming year-end reporting process. As in past years, Mintz has prepared an in-depth...more

Laner Muchin, Ltd.

2023 Year End Reminders and 2024 Employment Law Changes

Laner Muchin, Ltd. on

As 2024 approaches, employers should be mindful of the following 2023 employment requirements, as well as laws which are effective January 1, 2024....more

Seward & Kissel LLP

2022 Year-End and 2023 Planning

Seward & Kissel LLP on

As the year is drawing to a close, we offer you some general advice regarding year-end planning and updated inflation-adjusted figures for 2023. Annual Exclusion Gifts - In 2022, the annual exclusion amount is $16,000...more

Kramer Levin Naftalis & Frankel LLP

SEC Updates Guidance for Non-GAAP Disclosures

On December 13, 2022, the SEC’s Division of Corporation Finance updated several Compliance and Disclosure Interpretations addressing the presentation of non-GAAP financial measures, available here. The updates are as...more

Jaburg Wilk

The 2022 Version of Why it is Time for an Annual Checkup for You and, If You Have One, Your Company

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Beginning in 2014, I wrote about needing an annual check-up. Many of you read those blog posts about an annual checkup for you and, if you have one, your business. This does not involve the doctor, but it does involve all...more

Kaufman & Canoles

Credit Union Client Alert - Year-End Housekeeping for Credit Unions - Is Your “House” in Order?

Kaufman & Canoles on

Credit unions should take the time to ensure your house is in order and fully compliant in every area before the year’s end. This will help prepare for new developments, rulings, guidance, settlement actions, and anything...more

Goodwin

Employee Benefits Post-Dobbs: Considerations for Year-End Planning

Goodwin on

Much has been written about the Supreme Court’s decision in Dobbs v. Jackson to overturn the constitutional right to abortion. For employers in particular, the Dobbs decision raised a number of questions about employee...more

Roetzel & Andress

2022 Resolutions: What Healthcare Practices Need To Tackle In the New Year

Roetzel & Andress on

Host Ericka Adler, Roetzel Shareholder and Health Law Practice Group leader, is joined by fellow Roetzel Attorneys Christina Kuta and David Hochman, Shareholder, to provide guidance on resolutions healthcare practices should...more

Jaburg Wilk

The 2021 Version of Why It Is Time for an Annual Checkup for You and, if You Have One, Your Company

Jaburg Wilk on

Beginning in 2014, many of you probably read my blog regarding having a checkup for you and, if you have one, your business. This does not involve the doctor, but it does involve all the other professionals in your personal...more

Faegre Drinker Biddle & Reath LLP

Last Call: Don’t Forget Your Retirement Plan’s Required Year-End Amendments for 2021

As 2021 winds down, retirement plan sponsors should confirm that their plan documents are amended by December 31, 2021, to comply with certain plan changes: • Hardship Distributions. 401(k) plans and 403(b) plans must be...more

Laner Muchin, Ltd.

Employee Benefit Issues for Employers to Consider at the Year End and for the Coming New Year

Laner Muchin, Ltd. on

Each year, employers are faced with a number of year end deadlines related to employee benefits as well as new requirements facing them in the coming year. This article is meant to provide a brief summary of those issues....more

Groom Law Group, Chartered

[Webinar] It’s Not Too Late! What Employers Need to Do With Their Retirement Plans Before Year End - November 23rd, 1:30 pm - 2:00...

You may have changed the way hardship withdrawals are made from your 401(k) plan a couple of years ago to comply with changes in the law, but did you amend your plan? And for amendments to required minimum distributions that...more

Opportune LLP

Valuation Perspective: Top 3 Topics Energy Companies Should Consider At Year-End

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Here are three valuation topics energy companies should consider as they plan their year-end meetings....more

Woods Rogers

2021 Year-End Compliance Issues and Amendments for Retirement Plans

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As the end of 2021 approaches, despite the current focus on proposed legislative infrastructure, spending, and tax packages, retirement plan sponsors should take time before year-end to review deadlines for required 2021 plan...more

BCLP

Have you reviewed your bylaws lately?

BCLP on

Many public companies conduct periodic corporate governance reviews as they prepare for year-end, preferably on a “clear day” where the absence of a threat can support a lower standard of judicial scrutiny for bylaw changes. ...more

Ogletree, Deakins, Nash, Smoak & Stewart,...

Are Your Employee Benefits Plans Ready for the New Year or Is It the Same Auld Lang Syne?

Holiday season and the end of the year are both quickly approaching, and with the turning of the calendar from 2021 to 2022 come several employee benefit plan amendment deadlines and implementation requirements. Some of these...more

BCLP

To Do: Year-End Gifting – Check (or not)

BCLP on

With the end of the year approaching, we thought now would be a good time to re-post and update our annual blog entry on gifting. For 2021, the annual exclusion gift amount will remain the same as 2020’s at $15,000, but...more

Akin Gump Strauss Hauer & Feld LLP

2020 Year-End Key Executive Compensation and Employee Benefits Considerations

COVID-19 has, among other things, had an impact on executive compensation and employee benefits, and given rise to a number of new issues and considerations. These compensation issues present challenges for companies seeking...more

Association of Certified E-Discovery...

Kangaroo Court: Thinking on 2021

Now we are at the end of 2020, what does your 2021 look like? Putting aside the emotions of 2020, what are the priorities that you want to set? How will this impact the people around you? This year I’ve been fortunate to...more

Snell & Wilmer

2020 End of Year Plan Sponsor “To Do” List (Part 2) Annual Cost of Living Adjustments

Snell & Wilmer on

As 2020 comes to an end, we are happy to present our traditional End of Year Plan Sponsor “To Do” Lists. We are publishing our “To Do” Lists in four separate Employee Benefits Updates. Part 1 covered year-end health and...more

Farella Braun + Martel LLP

[Webinar] Wine Industry Roundtable - November 5th, 10:00 am - 11:30 am PT

COVID, fires, shut downs, smoke taint: 2020 has brought one challenge after another to the wine industry. With our roots in the industry we ourselves are dealing, and are seeing our clients and friends deal, with many novel...more

Dechert LLP

Inflection Point? How Much Change Are We Really Facing?

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I am trying to figure out how much I care, as a businessman (as opposed to an actual living, breathing human being), about the chaos swirling around us.  Every day’s news seems more the stuff of a dramatic conceit of...more

Schwabe, Williamson & Wyatt PC

Estate Planning and Business Transition Issues Not to Overlook Before the Year-End

Believe it or not, we are now in the final stretch of 2020. There are many things still to do and plan for before the end of the year. When reviewing your year-end estate planning or business transition concerns, there are...more

Proskauer Rose LLP

Personal Planning Strategies - October 2020

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Top Ten Estate Planning Recommendations before the End of 2020 - If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before...more

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