Employee Benefit Plans Alex Schreiber Employee Benefit Plans Alex Schreiber

403(b) Universal Availability Requirements

The IRS has been actively examining plans that may have inappropriately excluded eligible employees from participating based upon historical or industry practice. In the past, it was common for colleges to exclude adjunct professors or athletic coaches from participating in their plans. Hospitals sometimes did the same for on-call or casual nurses.

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Tax, Virtual CFO Alex Schreiber Tax, Virtual CFO Alex Schreiber

Maximizing the Employee Retention Credit

The ERC is a refundable payroll tax credit for qualified wages paid to employees of businesses dealing with a significant decline in gross receipts and/or closed or running limited operations because of government-mandated pandemic restrictions.

Under the Act, employers can receive a maximum credit of $14,000 per employee for the first two quarters of 2021.

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Tax Alex Schreiber Tax Alex Schreiber

IRS Extends Tax Deadline

The Internal Revenue Service announced today that the due date for individual federal income tax filing will be automatically extended from April 15, 2021 to May 17, 2021. Individual taxpayers can also postpone federal income tax payments related to 2020 to May 17, 2021 without penalties and interest.

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