Kaufman and Canoles

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Articles

Private Client Services Update - Dotting Your I's and Crossing Your T's in Charitable Giving
Although we are only halfway through this calendar year, it is not too early to start thinking about your charitable contributions and taking steps to make certain that you get the deductions you believe you are entitled to receive. 
By Robert H. Powell III and Private Client Services

Government Contacts Update - Teaming Agreement Ruled an Unenforceable “Agreement to Agree” by Virginia Federal Court
On April 3, 2013, the U.S. District Court for the Eastern District of Virginia decided a case with significant implications for contractors considering a teaming agreement to pursue a government contract. 
By Terence Murphy and Government Contracts & Construction

Employee Benefits Alert - Retirement Plan Amendment Deadline Fast Approaching for Governmental Plan Sponsors
The deadline to file a determination letter application with the IRS with regard to all individually designed governmental retirement plans is quickly approaching.
By ESOPs & Employee Benefits

Private Client Services Update - Estate Planning Considerations for Non-Citizens
New immigration legislation is on the near horizon, or at least it is the subject of active debate in Congress. 
By Alison V. Lennarz and Private Client Services

Third Party Vendor Issues and Checklist
For years, credit unions have been alerted by the NCUA to the need for vendor due diligence and other third-party vendor relationship requirements. 
By E. Andrew Keeney

Private Client Services Update - Alternatives for Waiver of Testamentary Trust Accountings
Even though there are good estate planning approaches available under Virginia law for clients who wish to avoid probate and court supervision of the administration of their estate and trusts, there are many who still prefer to have a will as their main testamentary document.
By Edward R. Stolle and Private Client Services

Self-Audit Mandate Documents
Step-by-Step Guide to Planning for the 2014 Employer Health Insurance Mandate.
By John M. Peterson, ESOPs & Employee Benefits and Labor & Employment