Expertise: Employee Benefit Plans (EBP)

Starting January 1, 2026, the tax treatment of employer-provided meals changes. A delayed Tax Cuts and Jobs Act rule, now found in §274(o) will make employer-operated cafeterias and “convenience of the employer” meals nondeductible, with few exceptions. Routine business andREAD MORE

Following a recent Executive Order, the IRS will phase out the use of paper checks for both issuing tax refunds and receiving tax payments, effective September 30, 2025. The change aims to reduce financial fraud, enhance payment security, improve efficiency,READ MORE

The One Big Beautiful Bill (H.R.1) is a sweeping tax and spending reform package signed into law on July 4, 2025. While many of its provisions target broad categories of taxpayers, a number of significant changes directly affect high-net-worth individuals,READ MORE

Final Status of Legislation This summary highlights the final tax and benefit provisions of the One Big Beautiful Bill Act (H.R.1), signed into law by President Trump on July 4, 2025, after passing the House (218-214) on July 3 andREAD MORE

This article first appeared on State of Estates, which can be found at https://griffinbridgers.substack.com, and is being reposted here with permission. Example Quincey Harker, III is the attorney of and executor for the estate of C. Earl Sarkany, an Eastern EuropeanREAD MORE

The IRS has issued several disaster relief notices relating to the 2024 tax year, providing relief for various counties in multiple states. These notices have different applicable periods, as well as varying filing and payment deadlines. The list of designatedREAD MORE

This article first appeared on State of Estates, which can be found at https://griffinbridgers.substack.com, and is being reposted here with permission. Background and Example Quincey Harker, III, is an attorney who is representing his client and friend Victor in the administrationREAD MORE

The Internal Revenue Service (IRS) is reminding employers about several tax credits and benefits they may be eligible for, including the Work Opportunity Tax Credit (WOTC), the Employer-Provided Childcare Credit, and Educational Assistance Programs. These incentives are available to businessesREAD MORE

The IRS recently sent out another round of notices (CP 118) to taxpayers whose information was stolen in a data breach involving an agency contractor. While some of this data leak became public when certain high-profile individuals’ tax returns wereREAD MORE

The Corporate Transparency Act (CTA) and its Beneficial Ownership Information (BOI) reporting requirements continue to face legal challenges that have created uncertainty for businesses. Below, we provide an update on the current situation, including insights into the legal rulings, potentialREAD MORE