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.
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Wealth Management
Long Term Care
Executive Benefits
Financial Planning
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
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, 2007 RA Bench