Legacy & Generational Wealth

A Game Plan for ‘Overnight Millionaires’

What is a high deductible health plan for purposes of an HSA?

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Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?

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Is the value of employer-provided coverage under accident or health insurance taxable income to an employee when the coverage is provided for the employee’s spouse, children or dependents?

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What auto-enrollment rules apply to 401(k) plans starting in 2025?

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What are the penalties for failing to comply with the FBAR filing requirements?

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What are the payment options that must be made available to employees on FMLA leave?

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Can a 401(k) plan sponsor distribute a former participant’s account balance without consent after the participant separates from service?

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Can participation in a health FSA impact an individual’s ability to contribute to an HSA?

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