4 Major Benefits Policy Developments From 2023

Federal agencies including the U.S. Department of Labor, Internal Revenue Service and U.S. Department of Health and Human Services unveiled significant rules affecting employee benefits this year, including a proposal to subject more retirement plan rollover advice to...

Trial Needed In FBAR Penalty Dispute, Judge Says

A U.S. citizen who failed to report an offshore account may have been misled by a Swiss bank about his tax reporting obligations, a Nebraska federal judge ruled, rejecting the federal government’s request to grant a $737,000 penalty against the man without a...