Ask the Experts

Les Solomon, CPA/ABV/CFF, ASA to speak at the New Jersey Society of CPAs (NJCPA) Business Valuation & Litigation Services Conference. Tuesday, September 27, 2016 Pines Manor, Edison NJ RotenbergMerill Partner, Les Solmon will be speaking as part of the “Ask The Experts” Discussion Panel. This is an interactive session that will touch on issues facing…

Defined benefit plan participants can receive lump sum and annuity under new rules.

Defined benefit plan participants will have greater flexibility in choosing how to receive their pension benefits under final regulations issued by the IRS (T.D. 9783). The regulations finalized proposed rules issued in 2012 that permit participants to elect to receive split benefits of monthly annuity payments together with a lump-sum payout without disqualifying the plan.…