Publications authored or co-authored by Albert Lee
New Changes in 2011 for Form 1099-R Reporting
February 16, 2011
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Governmental Plan Alert)
IRS Issues New Guidance on HEART Act Changes
January 22, 2010
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford, Christopher Sears
(Employee Benefits E-Update
)
IRS Releases 2009 Cumulative List for Cycle E Filers
December 14, 2009
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Special Bulletin)
IRS Temporarily Tries Out Truncated TINs for 2009 and 2010
December 9, 2009
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison
(Special Bulletin)
Special Tax Notice Regarding Your Rollover Options Under a Governmental 401(a) Plan
September 18, 2009
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Employee Benefits E-Update
)
IRS Gives Pension Plans Choice in Withholding Tables
May 15, 2009
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Governmental Plan Alert)
Did You Receive the IRS Pilot Governmental Plan Questionnaire?
April 14, 2009
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Governmental Plan Alert)
IRS Publication 15-T and the "Making Work Pay" Tax Credit
March 10, 2009
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Employee Benefits E-Update
)
Worker, Retiree, and Employer Recovery Act of 2008 (H.R. 7327) Passes Both Houses of Congress
December 16, 2008
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Employee Benefits E-Update
)
