Jan-Feb 2009

IRS Issues Final 409A Relief Procedures

Almost one year to the day after Internal Revenue Service (IRS) officials first proposed a series of procedures for correcting income inclusion issues with additional taxes under Section 409A, the IRS released the final version of the correction programs.

Size Matters

Benchmarking a plan against comparable ones gives you a true indicator of success

Through the Looking Glass

As 2009 rolled in, I think there were hopes that the financial services world would say goodbye to the problems of 2008.