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* 2023 Tax Facts on Insurance & Employee Benefits (Volumes 1 & 2)
2023 TAX FACTS ON INSURANCE & EMPLOYEE BENEFITS (VOLUMES 1 & 2)
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With your order you will receive the benefits of our convenient automatic annual
update service so you don't miss the latest developments! Learn More.
Tax Facts on Insurance and Employee Benefits is your complete source for tax
information that relates to these two critical business and financial planning
areas.
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Details
With thousands of easy-to-use Q&As that cover the most critical topics, Tax
Facts helps advisers of all kinds understand the tax implications of the
recommendations that they make for their clients. Insurance and employee
benefits are complicated tools that each carry their own set of tax issues, and
advisers cannot possibly make the thorough and complete assessments that clients
depend on without understanding this ever-changing area.
This two-volume edition features:
* Thousands easy-to-read Q&As that comprehensively cover all aspects of
insurance and employee benefits tax issues
* Practical advice for any professional, including in-house HR professionals,
insurance producers and third-party advisers
* Detailed explanations of the various types of insurance products and employee
benefits that are most commonly used by individuals and businesses
* Practice Points give concise advice on how to handle real-world issues
* Having the right tax information helps avoid problems before they become
costly mistakes, as well as correct problems when they do occur
New in the 2023 Edition:
* Changes based on the Inflation Reduction Act, including how to prepare
clients for the $80 billion in IRS funding dollars, the credit for
depreciable alternative fuel vehicle refueling property, and the nonbusiness
energy property tax credit.
* A new section on remote workforce, discussion of whether employers should
permit remote work arrangements, the effect of remote work arrangements on
health insurance coverage and the Family and Medical Leave Act, and whether
an employer can require an employee to sign a non-compete agreement.
* Discussion of proposed RMD Regulations, including rules on designated
beneficiaries, multiple designated beneficiaries and spousal beneficiaries
* An update on the Consolidated Appropriations Act of 2022, which extended the
CARES Act so that HDHPs could provide first-dollar telehealth services
through December, 2022
* Analysis of the Second Circuit’s decision in United States v. Greebel, where
a retirement account did not fall into the exception to the general rule that
all property can be accessed as restitution in a criminal case
* Review of IRS guidance to allow employers to rehire certain pension plan
participants who retired and began receiving plan benefits
* Discussion of Ninth Circuit and Texas District Court cases that placed limits
on FBAR penalties
* Information on the IRS’s proposed rules on multiple employer plan notices
* Review of the latest regulations under the 2019 Tax Certainty and Disaster
Relief Act.
Topics Covered:
* Annuities and life insurance products
* ERISA regulations for employee benefit plans
* Health and Long-term care insurance
* Disclosure and record-keeping requirements
* Qualified and nonqualified compensation plans
* Defined contribution and defined benefit deferred compensation plans
* Funded and unfunded plans
* PBGC requirements
* Estate, gift tax consequences
* And More! See the “Table of Contents” section for a full list of topics
Additional Information
Additional Information SKU 2920023 Volumes 2 Publication Date November 18, 2022
ISBN 978-1-954096-66-0 Page Count Volume 1 - 1056 and Volume 2 - 1032 Author
Robert Bloink, Esq., LL.M. William H. Byrnes, Esq., LL.M., CWM® Edition 2023
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Table Of Contents
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Author Info
Robert Bloink
Prof. Robert Bloink worked to put in force in excess of $2 billion of death
benefits for the
insurance industry’s producers in the past five years. His insurance practice
incorporates
sophisticated wealth-transfer techniques, as well as counseling institutions in
the context of their
insurance portfolios and other mortality-based exposures. Prof. Bloink is a
professor of tax for
the Graduate Program of International Tax and Financial Services, Thomas
Jefferson School of
Law, San Deigo, CA.
Previously, Prof. Bloink served as Senior Attorney in the IRS Office of Chief
Counsel, Large
and Mid-Sized Business Division, where he litigated many cases in the US Tax
Court, served
as Liaison Counsel for the Offshore Compliance Technical Assistance Program,
coordinated
examination programs audit teams on the development of issues for large
corporate taxpayers,
and taught continuing education seminars to Senior Revenue Agents involved in
Large Case
Exams. In his governmental capacity, Prof. Bloink became recognized as an expert
in the
taxation of financial structured products and was responsible for the IRS’s
first FSA addressing
variable forward contracts. Mr. Bloink’s core competencies led to his
involvement in prosecuting
some of the largest corporate tax shelters in the history of the United States.
William H. Byrnes, Esq., LL.M.
William Byrnes is the leader of National Underwriter's Financial Advisory
Publications, having been appointed in 2010. He is a professor and an associate
dean of Texas A&M University School of Law. He is one of the leading authors and
best-selling authors in the professional markets with 30 books that have sold in
excess of 100,000 copies in print and online, with thousands of online database
subscribers. His National Underwriter publications include Tax Facts, Advanced
Markets, and Sales Essentials.
Mr. Byrnes held senior positions of international tax for Coopers & Lybrand and
has been commissioned and consulted by a number of governments on their tax and
fiscal policy. He has served as an operational board member for companies in
several industries including fashion, durable medical equipment, office
furniture and technology.
He pioneered online legal education in 1994. In 1998 he developed the first
online program to achieve American Bar Association acquiescence. His Master,
LL.M. and doctoral programs are leveraged by wealth managers, financial planners
and life insurance underwriters.
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