Legal and Regulatory Update

David Guadagnoli and Amy Sheridan discussed the topic, "Legal and Regulatory Update," at the Massachusetts Society of CPAs' Annual Employee Benefit Conference. Their presentation included a discussion of current IRS/DOL audit focuses, the new IRS plan correction fees, recent tax law changes affecting retirement plans and the new Section 199A (QBI) deduction. David also participated in an "Ask the Experts" panel discussion.