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20 Mar 2020, 2:01 am by HR Daily Advisor Editorial Staff
“Due to the nature of this public health emergency, and to avoid administrative delays or financial disincentives that might otherwise impede testing for and treatment of COVID-19 for participants in HDHPs,” the IRS applied this safe harbor to “all medical care services received and items purchased associated with testing for and treatment of COVID-19. [read post]
On March 10, 2020, the New York Department of Financial Services (“DFS”), which regulates a wide variety of financial institutions, including banks, insurance companies, and investment advisors doing business in New York, issued a series of letters regarding the response to the Novel Coronavirus (“COVID-19”). [read post]
19 Mar 2020, 10:35 am by Chris Wesner
The Debtors also filed the declaration of Amy Lee (the “Lee Declaration”) (Doc. 5), a senior director at Alvarez & Marsal North America, LLC (“Alvarez”), the financial advisor to the Debtors. [read post]
18 Mar 2020, 5:00 am by Gerry Riskin
” In the post, KPMG touts the strength of the company’s new division as its ability to combine legal services with its existing accounting and financial operations. [read post]
18 Mar 2020, 1:55 am by Kevin Kaufman
Capital assets can include everything from assets traded frequently in financial markets like stocks, to assets that are sold less frequently, like jewelry or art. [read post]
17 Mar 2020, 12:33 pm by Renae Lloyd
Aggressive financial advisors may have unsuitably recommended energy funds in an effort to chase yield. [read post]
17 Mar 2020, 10:54 am by Renae Lloyd
Aggressive financial advisors may have unsuitably recommended energy funds in an effort to chase yield. [read post]
17 Mar 2020, 10:13 am by Renae Lloyd
Aggressive financial advisors may have unsuitably recommended energy funds in an effort to chase yield. [read post]
16 Mar 2020, 12:43 pm by Cynthia Marcotte Stamer
The financial effects of the COVID-19 pandemic and containment efforts has many businesses flailing to reconfigure their staffing and other business models even as Congress is preparing to impose paid COVID related leave mandate on employers with less than 500 employees. [read post]
16 Mar 2020, 8:45 am by Green, Schafle & Gibbs
 Also, in 2012, FINRA sanctioned Citigroup global markets, LLC, Morgan Stanley and Co LLC; UBS Financial services; and Wells Fargo advisors LLC over more than $9.1million dollars for selling leveraged and inversed ETFs without reasonable supervision and for not having a reasonable basis for recommending the securities. [read post]
16 Mar 2020, 2:00 am by HR Daily Advisor Editorial Staff
” The post IRS Designates Coronavirus Safe Harbor for HSA Holders appeared first on HR Daily Advisor. [read post]
14 Mar 2020, 12:33 am by Robert L. Mues
Working with them alongside  a team of other professionals such as financial advisors, CPA’s, therapists/counselors, realtors, estate and planning lawyers (and often their children) is often needed. [read post]
11 Mar 2020, 6:47 pm by Francis Pileggi
’s controlling shareholders’ go-private buyout of the insurer must be reviewed under the harsh light of the entire fairness standard because three of its four special committee directors who negotiated the deal may have had a material self-interest in the transaction, in the matter styled In re AmTrust Financial Services Inc. [read post]
11 Mar 2020, 2:07 pm by Cynthia Marcotte Stamer
  The financial consequences of staffing or supply shortages, declines in product or services demands, event cancellations, cleaning and other costs and a host of other side effects present such a widespread risk to many businesses that many are facing layoffs or even bankruptcy or other restrucuring. [read post]
11 Mar 2020, 6:01 am
Posted by Sean Collins and Kristen Sullivan, Deloitte LLP, on Wednesday, March 11, 2020 Editor's Note: Sean Collins is a manager at the Deloitte Center for Financial Services, and Kristen Sullivan is an Audit and Assurance partner at Deloitte & Touche LLP. [read post]
11 Mar 2020, 2:00 am by Jacob M. Monty, Monty & Ramirez LLP
” The post Taking a Load Off: EEOC Cracks Down on Unlawful Accommodation Policies appeared first on HR Daily Advisor. [read post]
11 Mar 2020, 2:00 am by Jacob M. Monty, Monty & Ramirez LLP
” The post Taking a Load Off: EEOC Cracks Down on Unlawful Accommodation Policies appeared first on HR Daily Advisor. [read post]
10 Mar 2020, 6:32 am by Renae Lloyd
Customers rely upon the recommendations of financial advisors, and failure to properly disclose the risk is a misrepresentation or material omission. [read post]