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During the Tax in the City event held in Dallas, Erin Turley and Allison Wilkerson gave an overview of benefit plan audits and the IRS examination process.
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During the Tax in the City event held in Dallas, Erin Turley and
Allison Wilkerson gave an overview of benefit plan audits and the
IRS examination process. They discussed various areas of focus,
including, required minimum distributions, investment issues,
benefit calculations and appropriate tax reporting. They provided
attendees with best practices before an audit, as well as helpful
resources from the IRS and DOL.
The content of this article is intended to provide a general
guide to the subject matter. Specialist advice should be sought
about your specific circumstances.
