Industry Insights

Industry Insights
Hot Topics / Insights
W-2 Phishing Scams Expanding to Schools, Restaurants, Nonprofits…

03.30.2017 | eVisor The IRS is warning all employers that the Form W-2 email phishing scam has expanded beyond the business world to other sectors including school districts, hospitals, restaurants, […]

IRS Changing the Way it Examines Tax-Exempts – Penalties Expected to Rise

Saul Brenner, CPA, J.D., LL.M. 08.03.2016 | eVisor It appears that the IRS has been increasing the number of audits it is conducting of tax-exempt organizations and is more likely […]

Still No Relief for Substantiation of Charitable Donations of $250 or More

erdon Tax Team 02.18.2016 | eVisor Responding to thousands of negative public comments, the IRS has withdrawn proposed regulations that would have permitted charities to file a new information return […]

Employer-Sponsored Retirement Plans under Increased IRS Scrutiny

Saul Brenner, CPA, J.D., LL.M. 10.27.2015 | eVisor For 2016, the Employee Plans Team Audit (EPTA) division of the IRS is stepping up reviews of internal compliance controls for large […]

Pension Plan Lump Sum Payments Halted by IRS

Saul Brenner, CPA, J.D., LL.M. 08.05.2015 | eVisor The IRS has dealt a blow to pension plans looking to replace annuity payments with lump sum payouts. A July 9, 2015 […]

Avoiding Financial Holes in Plan Operations

Joseph Reinhardt, CPA 08.01.2015 | Benefits Magazine Controlling the cost of benefits without sacrificing plan quality is a constant challenge. Many employee benefit plan managers shop their plans, endeavoring to […]