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Tips & New Initiatives for Health Care Plans from the Federal Department of Labor

Mary Rosen, the Associate Regional Director of the United States Department of Labor for New England including Upstate New York gave a presentation Wednesday on common issues with health care plans. She also described six tips for common plan errors and three new initiatives the DOL is working on.

This seminar hosted by Anthony Stevens was a very good opportunity to hear what issues the Federal DOL is focused upon.

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Restriction On Valuation Discounts Forecasted – Gift Now

Employees at the U.S. Treasury Department have spoken publically about pending regulation changes that would significantly restrict the ability to take valuation discounts in certain circumstances. Many practitioners are recommending that their clients act now and make gift of appreciating assets to the next generation to avoid the implication of these proposed restrictions.

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