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Resources We have provided links to additional material information for each functional department. We’ve also posted select IRS rulings relating to specific topics as a sample of how RA Bench incorporates the latest rulings into practice.

 

Wealth Management

Wealth Management - The Process

The Importance of Diversification

Wealth Management - Services and Advantages

Family Office Services

IRS Extends Time to Elect Out of Automatic Allocation of GST Exemption to GRAT

Long Term Care

Long Term Care Insurance

Reasons to Consider an Employer-Sponsored LTC Program

Employer Sponsored Long Term Care

Executive Benefits

Analysis of Deferred Compensation Provisions in the American Jobs Creation Act of 2004

House Ways and Means Committee Approves the American Jobs Creation Act Including new Deferred Compensation Rules

Nonqualified Deferred Compensation Provisions in the American Jobs Creation Act of 2004

IRS Executive Compensation Audit Initiative

Accounting for Deferred Compensation Plans

Summary of Deferred Compensation Provisions of the American Jobs Creation Act of 2003

COLI Best Practices 2006 Legislative Outlook

Technical Correction Tax Bill Introduced to Clarify New Deferred Compensation Provisions

Financial Planning

College Savings: 529 Plans

Concentrated Equity Positions

Health Savings Accounts - IRS Issues Comprehensive Guidance