Newsletter Article Highlights: Don’t Sell Yourself Short: Early Tax Planning to Maximize the Sale of Your Business Are You Ready to Comply with the Final Fiduciary Rule? Creating a Successful Succession Plan Pleased to Announce: OCHDL included in the prestigious Chambers USA Directory Attorney Jean Ansay recognized by the American Institute of Family Law Attorneys […]
At 11:59 p.m. on Friday, June 9, 2017 (the Effective Date), the ERISA definition of a fiduciary will expand to include, for the first time, many financial firms and advisors that provide investment advice to certain employer-sponsored retirement plans and individual retirement accounts (IRAs). This is because part of the final Department of Labor (DOL) […]
The prestigious Chambers USA Directory has included O’Neil, Cannon, Hollman, DeJong and Laing S.C. as one of the notable firms in the category of Corporate/M&A. Additionally, Chambers has included Jim DeJong and Pete Faust among their Recognised Practitioners. The Chambers directories, published by London-based Chambers and Partners, rank attorneys and law firms based on a […]
Attorney Seth Dizard was mentioned in the Milwaukee Journal Sentinel for his involvement with the Ruffed Grouse Society and its recent developments to continue moving the organization forward. The society signed a memorandum of understanding with the U.S. Forest Service, and the Society hired its first habitat biologist, a Hales Corners native named Dan Dessecker. Seth was elected […]
A Wisconsin employer’s settlement last month with the EEOC ended the final round of litigation initiated against it by the EEOC over its workplace wellness plan. In 2009, Manitowoc-based Orion Energy Systems (Orion) implemented a wellness program that included a health assessment. The health assessment consisted of a personal health questionnaire, a biometric screening, and […]
Attorney Claude Krawczyk has been named to the Greater Milwaukee Foundation’s Herbert J. Mueller Society. The recognition society acknowledges the efforts of professional advisers who are committed to their clients, philanthropy and the community. Krawczyk is one of 12 new members this year to the society, which now includes more than 300 professional advisers. The […]
Attorney Jean Ansay was recently recognized by the American Institute of Family Law Attorneys (AIOFLA) in its “Three Years 10 Best Family Law Attorney for Client Satisfaction” category. The AIOFLA institute is a third-party attorney rating organization that conducts client and/or peer nominations, research and independent evaluation to determine the top ratings for lawyers. One […]
Employer, Not Insurer, Found Liable for Payment of Life Insurance Benefit A court ruling earlier this month highlights the importance for employers of reviewing internal policies and procedures regarding the communication of post-employment life insurance rights. In Erwood v. WellStar Health Systems, a federal judge in Pennsylvania ruled that an employer owes more than $750,000 […]
Although the Affordable Care Act’s (ACA’s) market reforms eliminated the ability of employers to permissibly reimburse employees for individually-incurred health insurance or medical costs, recent legislation now affords certain small employers with an alternate reimbursement option. The 21st Century Cures Act amended the Internal Revenue Code to authorize the creation of a new stand-alone HRA […]
Early this afternoon (Friday, February 03, 2017), President Trump signed an Executive Order directing the Department of Labor (DOL) to halt implementation of final regulations relating to “investment advice fiduciaries,” as defined under ERISA and the Internal Revenue Code. The Order directs the DOL to reevaluate the regulations and to report back to the President. […]
