Latest Publications


Trump’s Tax Reform: Effect on Nonprofits

The Administration’s frenzy to pass “tax reform” created tax breaks for some—I’m looking at you, the Trump family—increased taxes for others, and confusion for everyone, at least until the IRS is able to promulgate official...more

Short-Term Disability Denial for Gender Reassignment

In Baker v. Aetna, (U.S. Northern District Court of Texas, 2017), Charlize Marie Baker filed claims against her employer and Aetna after having been denied benefits under the health plan and the short-term disability plan for...more

A Nationwide Standstill: Extending the Definition of Sex Discrimination to Include Gender Identity

On December 31, 2016, the Federal District Court for the Northern District of Texas issued a nationwide injunction blocking the implementation or enforcement of Section 1557’s provision extending the definition of sex...more

Is a Dependent’s Gender Reassignment Covered Under Employer-Sponsored Benefits Plans?

In Tovar v. Essentia Health (U.S. 8th Circuit Court of Appeals, 2017), Brittany Tovar sought and was denied benefits needed for her son’s gender reassignment based on a diagnosis of gender dysphoria, as the Essentia health...more

Transgender Men and Women in the U.S. Military: The Effect of the Presidential Memorandum

What exactly is the effect of the Presidential Memorandum? Let’s take this step-by-step - To which military services does it apply?...more

Obama’s DOL Fiduciary Rule Fades into the Distance

If you have an account in a retirement plan where you work or you own an Individual Retirement Account, you may get financial advice about the assets in your account from an investment advisor, broker, planner, or insurance...more

Desperate for Offsetting Tax Revenue, Trump looks to Tax your 401(k) and Remove your deduction for Mortgage Interest

Desperate for an accomplishment in this first year of Republican control of the federal government, the Trump administration is floating two ideas that seem on their faces to be non-starters. One, taxing 401(k) contributions...more

Transgender Men and Women and the U.S. Military

Assuming that our readers read, watch, or listen to the news, then you already know what is happening. But in case you do not: the Trump administration issued a Presidential Memorandum that forbids transgender individuals...more

DOL Fiduciary Rule: Love It or Hate It, It’s Here

If you have an account in a retirement plan where you work or you own an Individual Retirement Account, you may get investment advice from an investment advisor. You might expect that advisor to give you advice that was in...more

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