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Ownership Attribution Rules for ROBS Plans– Focus on IRC Section 318
For the non-plan business operations of a ROBS company, it is easy to identify the company owner—it’s the so-called “ROBS owner,” who is very likely
KLB Benefits Law Group Wishes You a Wonderful President’s Day Weekend
In observance of the holiday, our offices will be closed on Monday, February 19th, 2024.
Time to Update Your Calendar: SECURE 2.0 Required Interim Amendment Deadline Changes (Again)
Among the many nuggets in Notice 2024-2 (Miscellaneous Changes Under SECURE 2.0 Act of 2022) (the “Notice”), affectionately referred to as the “grab bag” of
Electric Slide: Electronic Filing of Form 5558 Delayed
Everything is going paperless these days. Saving trees and speeding things up. The IRS announced in November 2023 that Form 5558 (Application for Extension of
Happy New Year from KLB Benefits Law Group
We wish you a prosperous, healthy, and happy 2024! Our offices will be closed on Monday, January 1, 2024 in observance of the holiday.
Time to Review Non-English Language Requirements for SBCs and Claims Notices
Following the release of the 2020 census data, the Centers for Medicare and Medicaid has announced the issuance of updated “County Data for Culturally and
Happy Holidays from KLB Benefits Law Group!
Wishing you a warm and wonderful holiday spent with your friends and family. Our offices will be closed on Monday, December 25, 2023 and Monday,
How to Get a Good Appraisal of ROBS Stock
In an earlier blog post, we describe the duty for a ROBS plan to redeem stock of the corporation at a fair market value. This
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DISCLAIMER
This publication is designed to provide general information on pertinent legal topics. The statements made are provided for educational purposes only. They do not constitute legal or financial advice nor do they necessarily reflect the views of KLB Benefits Law Group or any of its attorneys other than the author. This publication is not intended to create an attorney-client relationship between you and KLB Benefits Law Group. Substantive changes in the law subsequent to the date of this publication might affect the analysis or commentary. Similarly, the analysis may differ depending on the jurisdiction or circumstances. If you have specific questions as to the application of the law to your activities, you should seek the advice of your legal counsel.