Our Thoughts On Archive

Donna Wolfson

Articles 1 - 8 of 8

401(k) Plans, Private Client Services, Wealth Management
Donna Wolfson | 11.3.2020

2021 Retirement Plan Limitations

Review the recently released cost-of-living adjustments (COLA) as released by the Internal Revenue Service, taking effect January 1, 2021.

401(k) Plans, Coronavirus, Personal Finance, Wealth Management
Donna Wolfson | 6.10.2020

IRS Provides Temporary Signature Relief For Retirement Plan Elections

By Donna Wolfson, Schneider Downs Retirement Solutions Recognizing the difficulty of meeting a “physical presence” requirement during the COVID-19

Benefits, ERISA, Wealth Management
Donna Wolfson | 6.4.2020

Department of Labor Finalizes Electronic Disclosure Rules

Following up on their proposed regulations from October 2019, the Department of Labor (“DOL”) on May 21, 2020 issued final regulations regarding the

CARES Act, Coronavirus, Loans, Wealth Management
Donna Wolfson | 4.2.2020

STUDENT LOAN DEBT RELIEF UNDER THE CARES ACT

Learn more about the federal student loan debt relief opportunities under the CARES Act.

Coronavirus, Internal Revenue Service, Personal Finance, Wealth Management
Donna Wolfson | 4.2.2020

IRS EXTENDS DEADLINES FOR SELECT RETIREMENT PLANS

Learn more about the IRS's extension of deadlines for select retirement plans due to the COVID-19 pandemic.

SECURE Act, Wealth Management
Donna Wolfson | 1.28.2020

SECURE Act: Stipends Treated as Compensation

Several provisions of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) pertain to IRAs. One of these affects stipends

401(k) Plans, Internal Revenue Service, Tax
Donna Wolfson | 11.5.2018

2019 Retirement Plan Limitations

On November 1, 2018, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2019 (IRS Notice 2018-83).

Benefits, Internal Revenue Service, Tax Reform
Donna Wolfson | 1.23.2018

2017 TAX CUTS AND JOBS ACT: EFFECT OF TRANSPORTATION FRINGE BENEFITS ON UNRELATED BUSINESS TAXABLE INCOME (UBTI)

Under the 2017 Tax Cuts and Jobs Act, Section 274(a) of the Internal Revenue Code includes a new provision that expressly disallows deductions for “the

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