Kaufman and Canoles

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Employee Benefits Update - December 2014
The IRS released on October 23rd the updated qualified retirement plan limits for 2015. Please see our full chart showing all the relevant limits for 2015 and the prior 5 years at the bottom of this newsletter.
By ESOPs & Employee Benefits

Private Client Services Update - Transfer of Residence to Living Trusts: Insurance Issues
Living trusts have become so popular that financial advisors, bankers, insurance agents and lawyers are accustomed to seeing their clients convey residences to living trusts. There are insurance pitfalls associated with conveying one’s residence to a living trust which advisors should be prepared to identify.
By Gregory R. Davis and Private Client Services

The Consumer Financial Protection Bureau
E. Andrew Keeney presented The Consumer Financial Protection Bureau at the MDDCCUA Chairman's Forum on December 3, 2014.
By E. Andrew Keeney

Government Contracts Bid Protest Update
Terence Murphy, Chair of the Government Contracts practice group, recently presented, "Government Contract Bid Protest Update." 
By Terence Murphy

Cybersecurity Workshop
This presentation on Credit Union Cybersecurity was given on November 18, 2014.
By E. Andrew Keeney, Erin Deal, Marc E. Darnell and Lender Representation

Understanding the Fundamentals of Credit Union Third-Party Vendor Due Diligence
Understanding the Fundamentals of Credit Union Third-Party Vendor Due Diligence presented to NAFCU on November 18, 2014.
By E. Andrew Keeney and Lender Representation

Truth-in-Lending - RESPA: The New Rules
E. Andrew Keeney presented Truth-in-Lending - RESPA: The New Rules at MACUMA on November 3, 2014.
By E. Andrew Keeney