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Burke, Warren, MacKay & Serritella, P.C. Document Search Results (5) Sort by:  | ERISA Service Provider Fee Disclosure Deadline Approaching
Michael S. Virgil; Burke, Warren, MacKay & Serritella, P.C.;
Legal Alert/Article May 15, 2012, previously published on May 11, 2012 The U.S. Department of Labor (DOL) recently published final service provider fee disclosure rules under Section 408b-2 of the Employee Retirement Income Security Act (ERISA). A retirement plan service provider covered by the regulation must provide a plan with information regarding the fees and...
| | Pooling Investments Without Drowning in Liability: Securities Laws Compliance for Informal Investments Pools
Craig McCrohon; Burke, Warren, MacKay & Serritella, P.C.;
Legal Alert/Article April 3, 2012, previously published on March 23, 2012 Mutual funds pool billions of dollars and make millions of investments. If these large-scale investments do not strictly adhere to certain rules and statutes, they may be ordered to return investors' money or pay government fines.
| | 2011 Year-End Tax Planning
Gregory M. Winters; Burke, Warren, MacKay & Serritella, P.C.;
Legal Alert/Article December 15, 2011, previously published on December 2, 2011 In 2011 we saw much political debate about job creation and deficit reduction, but very little in the way of legislative accomplishment. The Congressional “Super Committee” charged with reducing the country’s long-term debt failed to reach an agreement. While we cannot predict...
| | Now is Not the Time to be Passive About Passive Loss Rules
Richard L. Lieberman; Burke, Warren, MacKay & Serritella, P.C.;
Legal Alert/Article December 15, 2011, previously published on December 8, 2011 To combat the “cottage industry” in tax shelters that arose during the 1970s and early 1980s, the Tax Reform Act of 1986 added Internal Revenue Code (“IRC”) section 469, which limits an individual’s ability to deduct losses from businesses in which he or she does not...
| | Vacation Homes: Rules of Engagement
Gerard D. Ring, Martin P. Ryan; Burke, Warren, MacKay & Serritella, P.C.;
Legal Alert/Article August 31, 2011, previously published on August 16, 2011 You are fortunate enough to have a family vacation home and want your family to enjoy it after you die. Your good intentions, without proper planning, may lead to disputes that could frustrate, if not extinguish, your hope for continued family fun.
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