Publications authored or co-authored by Katrina Clingerman
Internal Revenue Service Issues Important Governmental Plan Relief
November 6, 2008
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Governmental Plan Alert)
IRS Cannot Collect Assets of Retirement Fund Member Before Retirement Age
July 7, 2008
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Governmental Plan Alert)
HEART Act Provides Tax Benefits for Military Personnel
June 23, 2008
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Governmental Plan Alert)
Recent Pension Developments for Governmental Plans
March 7, 2008
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Governmental Plan Alert)
Reporting of HELPS $3,000 Exclusion
December 21, 2007
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Governmental Plan Alert)
Implementing A Domestic Partner Benefits Policy
Domestic Parnters Benefits: An Employer's Guide, 4th Edition
December 1, 2007
By Mary Beth Braitman, Katrina Clingerman, Terry A.M. Mumford
IRS Issues Notice 2007-99 - Guidance Modifies Deduction Exclusion
December 5, 2007
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Terry A.M. Mumford
(Employee Benefits E-Update
)
News for Governmental Plans – IRS Releases 2007 Cumulative List
November 30, 2007
(Employee Benefits E-Update
)
Most Health Plans in Indiana Now Required to Cover Children to Age 24- Could Create Taxable Benefits in Some Instances
By Katrina Clingerman, Melissa Proffitt Reese, Christopher Sears, Julie Williams
IRS Issues Notice 2007-7 Providing Guidance on the Pension Protection Act of 2006
January 11, 2007
By Mary Beth Braitman, Katrina Clingerman, Lisa Erb Harrison, Michael Landwer, Terry A.M. Mumford
(Governmental Plan Alert)