October 2017

Managing Debt While Saving for Retirement_
Managing Debt While Saving for Retirement

It's a catch-22: You feel that you should focus on paying down debt, but you…

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Company Stock and Your Portfolio Keep Your Eye on Concentration Risk
Keep Your Eye on Concentration Risk

The opportunity to acquire company stock — inside or outside a workplace retirement plan —…

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Limit Increases Announced for 2018 Retirement Plan Contributions
Limit Increases Announced for 2018 Retirement Plan Contributions

On October 19, 2017, the IRS announced its annual adjustments to limitations on benefits and…

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Improving Automatic Enrollment in Retirement Plans
Improving Automatic Enrollment in Retirement Plans

Research shows that the vast majority of plan sponsors recognize that automatic enrollment has been…

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Department of the Treasury Releases Report Recommending Changes to Eight Tax Regulations
Department of the Treasury Releases Report Recommending Changes to Eight Tax Regulations

On October 2, 2017, the Secretary of the Department of Treasury (“Treasury”) issued a second…

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Applicability Date for Section 987 Regulations Extended by One Year
Applicability Date for Section 987 Regulations Extended by One Year

In Notice 2017-57 (the “Notice”), the Department of the Treasury and the Internal Revenue Service…

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Five Questions Every Tax, Treasury and Logistics Executive Should Ask In Light of the Changing International Tax Landscape
Five Questions Every Tax, Treasury and Logistics Executive Should Ask In Light of the Changing International Tax Landscape

Finance executives of U.S. multinational organizations (“MNEs”) should review how the interplay of the following…

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International Tax Proposals Included in the Tax Reform Framework
International Tax Proposals Included in the Tax Reform Framework

On September 27, 2017, the White House and congressional Republicans released their tax reform framework,…

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How Employee Recognition Benefits Your Company
How Employee Recognition Benefits Your Company

Employee recognition is vital to your company’s success. When employees feel appreciated for their contributions,…

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IRS Issues Guidance for Section 41 Research Credit Expenses for Large Business & International Taxpayers
IRS Issues Guidance for Section 41 Research Credit Expenses for Large Business & International Taxpayers

The IRS released a Directive dated September 11, 2017 (LB&I-04-0917-005) that provides guidance to Large…

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