Internal Revenue Service

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  Section 1035 alternatives for long-term care protection

  By Robert L. Cochran  |  May 7, 2013

  Section 1035 exchanges provide creative and tax-favored approaches to helping clients prepare for their future.

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  The IRS's unhealthy stance on wellness

  By Allen Greenberg  |  May 7, 2013

  To be generous, I could just chalk this up to one hand not knowing what the other might be trying to manipulate.

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  The investment income tax: Don’t get caught in the passive activity trap

  By Robert Bloink and William H. Byrnes  |  May 6, 2013

  The new 3.8 percent tax could leave affluent clients with a larger-than-expected bill.

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  IRS drafts large-group minimum value rules

  By Allison Bell  |  May 1, 2013

  Large and self-funded groups would not have to provide all "essential health benefits."

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  AALU to Congress: Life insurance is not a tax expenditure

  By Warren S. Hersch  |  April 30, 2013

  In preparation for the debate on tax reform, the industry is now marshaling arguments to defend the tax-favored treatment of its products.

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  Obama administration simplifies health care form

  By Ricardo Alonso-Zaldivar  |  April 30, 2013

  Medicare chief Marilyn Tavenner called the new draft application "significantly shorter than industry standards."

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  Help your clients prevent tax identity theft

  By Harry Lew  |  April 29, 2013

  According to federal authorities, tax-return fraud is on the upswing. And your senior clients may be at greater risk.

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  Help the health accounts

  By Natasha Rankin  |  April 29, 2013

  The ECFC head proposes four steps to strengthen HSA, HRA and cafeteria plan programs.

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  8 questions for small businesses considering subsidies

  By Allen Greenberg  |  April 24, 2013

  If you’re a small business, would you qualify for the tax credit available under PPACA? You bet you would.

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  Labor extends benefits summary safe harbors

  By Allison Bell  |  April 23, 2013

  Officials say they'll try to help, rather than penalize, plans.