Search for: "Greg Daugherty"
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6 Mar 2017, 10:51 am
By Seth Hanft and Greg Daugherty While it took longer than many expected, the Department of Labor (DOL) issued a proposed rule that would provide a 60-day delay to the application of the new fiduciary rule and related prohibited transaction exemptions. [read post]
6 Mar 2017, 10:51 am
By Seth Hanft and Greg Daugherty While it took longer than many expected, the Department of Labor (DOL) issued a proposed rule that would provide a 60-day delay to the application of the new fiduciary rule and related prohibited transaction exemptions. [read post]
15 Apr 2014, 9:29 am
By Greg Daugherty Legend had it at my law school that one day, a lost student walked into a torts class and asked the professor if this class was wills, trusts, and estates. [read post]
12 Mar 2014, 5:00 am
By Greg Daugherty As complex as the Internal Revenue Code is, many people still assume that the rules contain a great deal of specificity and precision, perhaps because of the mathematical nature of calculating taxes. [read post]
17 Apr 2020, 5:55 am
Posted by , on Friday, April 17, 2020 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of April 10–16, 2020 Protecting Investors in a Time of Crisis: A Response to Those Who Would Utilize COVID-19 to Eviscerate Investor Protection Posted by Mark Lebovitch, Jeroen van Kwawegen, and Greg Varallo, Bernstein Litowitz Berger & Grossmann LLP, on Friday, April 10, 2020 Tags: COVID-19, Derivative… [read post]
7 Mar 2012, 4:15 pm
California Updates Internet Sales and Digital Downloads Guidance – Philadelphia lawyer Kelley Miller of Reed Smith on their blog, Taxing Tech Breath of Fresh Air: Faulty DWI Breath Test Machine Affects Thousands of Cases – Roseville, MN attorney Daniel Koewler of Ramsay Law Firm on the firm’s blog, Minnesota DWI Defense Louis Vuitton grills U Penn Law School for its Fashion Law Symposium – Los Angeles lawyer Staci Riordan of Fox Rothschild on the firm’s… [read post]
13 May 2021, 7:56 am
By Rich Helmreich and Greg Daugherty The U.S. [read post]
19 Jul 2021, 7:35 am
By Greg Daugherty, Dave Tumen and Rich Helmreich The Internal Revenue Service (IRS) recently updated its Nonqualified Deferred Compensation Audit Techniques Guide (NQDC). [read post]
22 Apr 2020, 7:57 am
By Greg Daugherty and Victoria Hanohano-Hong The Coronavirus Aid, Relief and Economic Security (CARES) Act has provided a wide range of programs that affect employee benefit plans, employers and employees. [read post]
15 Mar 2015, 6:05 am
Patrick Daugherty, the stick man. [read post]
25 Oct 2008, 5:05 pm
Greg Galarneau Eastern District of Michigan at Detroit 08a0622n.06 Amanda Landis v. [read post]
9 Jan 2018, 7:42 am
By Greg Daugherty In recent years, the Department of Labor (DOL) has had a laser-like focus on valuation issues when privately held companies establish employee stock ownership plans (ESOP). [read post]
22 Sep 2015, 11:54 am
By Greg Daugherty The IRS recently released an audit techniques guide (the “Guide”) to advise its internal auditors who are examining cases involving equity-based compensation (i.e., compensation based on the value of specified stock). [read post]
20 Mar 2018, 11:40 am
By Greg Daugherty and Seth Hanft The IRS’s Tax Exempt and Government Entities Division recently issued a memorandum (the memo) to its auditors that directed them not to challenge a 403(b) plan as failing to satisfy the required minimum distribution (RMD) standards under circumstances set out in the memo. [read post]
24 Mar 2015, 10:23 am
By Greg Daugherty In a recent blog, we discussed the importance of clearly defining who is a “participant” in a nonqualified plan and who is a former participant or retiree. [read post]
24 Mar 2020, 8:48 am
By Greg Daugherty, Dave Tumen and Rich Helmreich Unintended consequences are a fact of life. [read post]
14 Nov 2014, 5:36 am
By Greg Daugherty A recent Third Circuit decision (Santomenno v. [read post]
11 Jan 2017, 7:57 am
By Greg Daugherty and Seth Hanft In the plan sponsor and financial adviser community, as 2016 gives way to 2017, all eyes will be on the Department of Labor’s (DOL) fiduciary rule. [read post]
16 May 2018, 8:07 am
By Greg Daugherty and Seth Hanft In baseball, there is a common saying that a “tie goes to the runner. [read post]
12 Nov 2015, 6:45 am
By Greg Daugherty Ever since the series finale of “Mad Men,” I’ve been thinking a lot about old commercials. [read post]