Taxation & Estate Planning

Those Proposed Fee Disclosure Regs.
Those Proposed Fee Disclosure Regs?.   Written by: Bob Toth, Nick Curabba   What better topic to kick off a benefits blog than the issue of the day: fee disclosure? The recently proposed § 408(b)(2) regulations are sure to generate...

INADEQUATE CAPITALIZATION IN THE DUTCH CARIBBEAN
Liability for thin-capitalization? In terms of ?piercing the corporate veil?, thin or inadequate capitalization usually means capitalization that is not in proportion to the nature of the risks the business of the corporation necessarily entails; in other words it is based on likely economic needs rather than legal requirements...

IRS Rings in the New Year with New Cash Balance Regs and DB Lump Sum Regs
Just in time for the New Year, the IRS has released two major pieces of guidance in the form of proposed regulations. The first is Proposed Regulations on Hybrid Plans, providing guidance on changes made to cash balance plans by the Pension Protection Act and recent litigation...

Jacobson & Han opens Encino office
Immigration firm Jacobson & Han opened an office in Encino on Tuesday. The office is the firm's fourth and will be lead by the Nikki Mehrpoo Jacobson and Susan S. Han, the firm's founders...

IRS Issues a Correction to the Proposed Cash Balance Regs
The IRS issued a correction to the Proposed Regulations on Hybrid Retirement Plans, commonly known as the proposed cash balance plan regulations, which the Service issued on December 27, 2007...

Three Out of Four: The New Proposed Regs on Funding Requirements for DB Plans
One of my favorite actuaries called me today about the meaning of this paragraph in the new Proposed Regulations on the Measurement of Assets and Liabilities for Pension Funding Purposes, released by the IRS on December 28, 2007...

Hurricane Claims
State Farm Fire and Casualty Co. reaches settlement deal with Mississippi Attorney General Jim Hood.

Settlement Proposed in Class Action Against Facebook
Facebook will Close Beacon in Proposed Settlement

Bad Faith Insurance
Infinity Property and Casualty Corp. agrees to $13 million personal automobile liability insurance settlement.

General Casualty Insurance
$1.27 million insurance settlement reached in fire damage suit.

Expedia Class Action Settlement Proposed for $123.4 Million
Expedia Settlement Proposed for $123.4 Million

$11,250,000 Settlement Proposed in Amkor Class Action
Amkor Reaches Proposed Settlement in Securities Class Action