Articles & Interviews

One Size In Compliance Programs Does Not Fit All!

Editor: Would you each tell our readers about your professional backgrounds and the composition of your current practices? Klein: I am a partner in the Litigation and Valuation Services Group of Amper and am a certified public accountant (CPA) licensed in the state of New Jersey, a certified...

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Best Practices For Avoiding Plan Compliance Issues

Editor: What are the key challenges for employers who sponsor employee benefit plans in complying with ERISA? Finney: With a plethora of rules and regulations imposed by the Department of Labor ("DOL") and the Internal Revenue Service ("IRS"), the key challenges for employers are to...

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GRATs & GRUTs - Now Before It's Too Late

Grantor Retained Annuity Trusts (GRATs) and Grantor Retained UniTrusts (GRUTs) can present excellent estate planning opportunities in today's environment of low interest rates and low asset values. The idea behind these special kinds of trusts is for a donor to remove highly appreciated assets...

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