Below is a collection of past and present eFlashes. Use this as a resource for yourself as well as friends and colleagues.

eFlash LEGEND:

eFlash - CPAs & Attorneys

eFlash - 401K

These quick reads are a summary of various financial planning issues as indicated below.

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eFlash Archives:

Article	Issue Date
Charitable IRA: Good Strategy or Shell Game?	Mar-2008
Qualified Default Investment Alternatives (QDIA)	Jan-2008
Split-Dollar Life Insurance Arrangements	Sept-2007
Split Dollar Intersection with Deferred Compensation	May-2007
COLI Best Practices Provisions of Pension Protection Act of 2006	Dec-2006
THE PENSION PROTECTION ACT OF 2006 TIMELINE	Nov-2006
Relevant Market Update	Sept-2006
ILIT REFORMATION SAVES FEDERAL ESTATE TAX INCLUSION	Jun-2006
RMD “Entire Interest” Rule Goes Into Effect for 2006	Feb-2006
Update of States’ “Decoupling” from the Federal Estate Tax	Nov-2005
USE OF PLAN ASSETS TO BENEFIT EMPLOYER?	Nov-2005
Expanded AMT Exemption Helps Life Insurance	Aug-2005
ROTH 401(K): Should You Add to Your Retirement Plan?	Aug-2005
IRD Treatment for Deferred Annuities Formally Confirmed: Rev. Rul. 2005-30	Jun-2005
Retirement Plan: Automatic Enrollment for Participants	May-2005
Sub-S Corporation (S-Corp) Update	Mar-2005
Plan Sponsor's Role In Providing A Retirement Plan	Mar-2005
IRA Distributions Used to Pay FET: A Vicious Circle TAM 20044021	Dec-2004
Evaluating Your Retirement Plan Design	Oct-2004
FLP Fails to Generate Discount: IRS Wins on Appeal: Thompson Case Affirmed in Third Circuit No. 03-3173	Oct-2004
WSJ Article Sparks LIFE INSURANCE Idea	Sept-2004
Should You Hire an ERISA/Employee Benefits Attorney	Aug-2004
Tax Treatments of LTD Premiums Determines Taxability of Benefits: Rev. Rule 2004 - 55	Jun-2004
Rich Spouse/Poor Spouse: PLR 2004 03094	Jun-2004
ILIT Issues Resolved Favorably: PLR 2004 04013	Mar-2004
Plan Sponsors's Providing Participant Education and Advice	Mar-2004
IRS finalizes IRC 419A Regulations	Aug-2003
IRC Section 303 Redemption Does Not Disqualify QFOBI Election: Rev. Rul. 2003-61	July-2003
Business Owners can take advantage of Current Tax Laws to establish fully tax-deductible premiums for Long Term Care	May-2003
Establishing Section 105 Qualified Sick Pay Plans does not require insurance, but without a properly adopted plan, undesirable results will occur to your client.	April-2003
Shareholder/Employee Five Times Increase In Compensation Held	Mar-2003
IRS New requirements for IRC § 6166 make life insurance morre attractive.	Feb-2003
Tax Impact of IRS Notice 2002-8 On Split Dollar Life Insurance Programs	April-2002
Improving Your Company’s Retirement Plan	Aug-2001
Fix Your Personal 401K Account	Aug-2001
Defined Compensation Plan (Informally) Funded With Life Insurance Passes Court Scrutiny	Feb-2001
Deferred Compensation Plan (Informally) Funded With Life Insurance Passes Court Scrutiny	Feb-2001
Receiving Distributions in Stock From a 401(k) Plan	Nov-2000