Category: DOL/IRS Guidance

…about your deductibility question: the answer is NO!

February 16, 2012

Posted by Maria T. Hurd, CPA During tax season, questions about the deductibility of company contributions come up year after year, most of which involve a plan sponsor’s wish to deduct a company contribution to their retirement plan. Despite their wishful thoughts, many times the answer is NO. In some cases, however, a NO answer … Continued

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Tax Filing Requirements for Voluntary Employee Benefit Association Trusts

February 09, 2012

Posted by Michael Mast, CPA Disclaimer: All blog posts are valid as of the date published. Voluntary Employee Benefit Association (VEBA) Trusts meet requirements to file both Form 5500 and Form 990. This requirement to file two returns made me question why other collectively-bargained benefit plans, such as the Pension, Annuity Funds, as well as … Continued

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Belfint Lyons Shuman is a Certified Public Accounting (CPA) firm that audits Defined contribution plans (profit-sharing, 401(k), 403(b) , 401(a), 457(b))), and Defined benefit plans (pension and cash balance), and Health and welfare plans. We serve a variety of plan sponsors including for-profit, nonprofit, governmental, and Taft-Hartley collectively-bargained plans located in Delaware, Pennsylvania, New Jersey, Maryland, Washington, D.C., Virginia, Massachusetts, and nationally. For additional information contact us at info@belfint.com