The Economic Growth and Tax Relief Reconciliation Act of 2001, better known as EGTRRA, was signed by President Bush on June 7, 2001. EGTRRA made significant changes to income tax, capital gains tax, and estate and gift tax laws.
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Avoiding Improper Retirement Plan Distributions: The DOL and the Good, the Bad and the Ugly
One of the challenges of administering a retirement plan is the timely and proper payment of distributions to plan participants. This responsibility occurs in more than one context, and can have a number of “facts and circumstances” variations.
SSRA and RSSA: The Next Step in GID (Getting It Done)?
I learned a long time ago that laws can be like sausage. They may look great but you don’t want to see them being made.1 That may also help explain how we get some of the unusual, sometimes pithy acronyms used for new legislation.
The CARES Act – Phase 3 of the Federal Government’s Response to COVID-19
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) was signed into law. At $2 trillion, the CARES Act is the largest economic stimulus and relief package in U.S. history.
Other Matters That Matter – Part 2
In this installment of Other Matters That Matter, we’ll take a quick look at two different but very important developments on the regulatory horizon.
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