Henry Talavera - Publications

Publications

November 07, 2022 Publications

Tips and Traps for Choice Accounts, Vendor Management, and Avoiding Constructive Receipt Issues

Speaker, SouthWest Benefits Association

October 19, 2022 Publications

Draft Schedule UTP Comment Letter

Author, State Bar of Texas

September 30, 2022 Publications

Tax Section 2053 Comment Letter

Author, State Bar of Texas

July 13, 2022 Publications

Maryland Carey Law Elects New Board of Visitors Members

March 03, 2022 Publications

SAS 136 Changes to Employee Benefit Plan Audits: A Fireside Chat

Moderator, American Bar Association

May 4, 7, 18, & 19, 2021 Publications

2021 Mergers & Acquisitions 8-Part Webinar Series

Speaker, American Bar Association

January 11, 2021 Updates

TPA Claims Processing Procedures: “Sometimes Just Ok Is Not Ok”

March 16, 2020 Publications

IRS to Consider Whether Exec Comp Grandfather Rule Is Too Narrow

Quoted, Tax Notes Federal

March 9, 2020 Publications

Texas Bar Wants IRS Rules To Limit Discretion To Cut Pay

Quoted, Law360

March 6, 2020 Publications

Benefit Plans: Self-Audit and DOL and IRS Audits, Check Lists, What to Do and More

Presenter, SouthWest Benefits Association

February 17, 2020 Publications

Tax Section of the State Bar of Texas Comments on Proposed Regulations on Certain Employee Remuneration in Excess of $1,000,000 under IRS Revenue Code Section 162(m)

Co-Author, State Bar of Texas

May 29, 2019 Publications

Governmental Plans Under Titles I, II and IV of ERISA

Presenter, American College of Employee Benefits Counsel

October 2018 Updates

IRS Issues New Guidance on Using 401(k) Plan Contributions to Reward Student Loan Repayments

September 20, 2018 Publications

ERISA Fiduciary Rules: Court Challenges and Considerations for Employers

Speaker, Employee Benefits Roundtable

September 20, 2018 Publications

HIPAA Privacy and the Interaction with Group Health Plans Sponsored by Employers

Speaker, Employee Benefits Roundtable

May 11, 2018 Publications

How to Make Difficult Professional Conversations Productive

Moderator, American Bar Association

April 19, 2018 Webinars

Nontraditional or Alternative Assets Held in IRAs Webinar

Moderator, American Bar Association Joint Council Employee Benefits

December 2017 Updates

‘Tis the Season for ACA Penalties

December 1, 2017 Publications

Comments on Burden Estimate Regarding Form 8971 - Information Regarding Beneficiaries Acquiring Property from a Decedent

Reviewer for the Committee on Governmental Submissions, State Bar of Texas – Tax Section

November 2017 Updates

Update: Three Significant Takeaways from the Tax Cuts and Jobs Act

September 2017 Updates

TPAs, Plan Fiduciaries Should React Proactively to U.S. Department of Labor Settlement

June 20, 2017 Publications

Update on the Affordable Care Act: Employee Classification Issues and Third-Party Vendor Agreements for Your Company’s Benefit Plans

Presenter, Business Law Institute – CLE

June 13, 2017 Publications

ERISA Litigation Update Preparing for Increased Fiduciary Lawsuits

Presenter, Financial Research Associates

May 25, 2017 Publications

W-2 or 1099? Employee/Independent Contractor Issues – Views from the Government and Private Sector Webinar

Faculty, American Bar Association

April 21, 2017 Publications

Estate Planning Strategies with IRAs: Know the Rules; Run the Numbers!

Moderator, American Bar Association

April 20, 2017 Publications

Model Rules of Professional Responsibility: Adopted Model Rules – Where Do We Go From Here?

Program Chair and Moderator, American Bar Association

March 30, 2017 Publications

Retirement Wellness/Readiness – Financial Wellness

Presenter, American Bar Association

February 22, 2017 Publications

2017 Minority Business Leader Awards: Henry Talavera, Polsinelli

Featured in Dallas Business Journal

February 3, 2017 Publications

The Basics of Nonqualified Deferred Compensation and Equity Compensation

Speaker, State Bar of Texas – "Tax Law in a Day"

December 7, 2016 Publications

New Determination Letter Process for Tax-Qualified Employee Benefit Plans: Preparing for Massive Changes

Presenter, Stafford Webinar

November 10, 2016 Publications

Non-Qualified Deferred Compensation Operational Issues

Presenter, SouthWest Benefits Association

October 24, 2016 Publications

Tax Section of the State Bar of Texas Comments on Proposed Regulations for Deferred Compensation Plans of State and Local Governments and Tax-Exempt Entities and the Application of Section 409A to Nonqualified Deferred Compensation Plans

Co-Author, State Bar of Texas

July 19, 2016 Updates

ERISA Fiduciary Rules: Court Challenges and Considerations for Employers

July 14, 2016 Publications

When ERISA Meets Private Equity: What Advisors to Plans, Funds and Investors Should Consider Before Closing the Deal

Moderator, American Bar Association

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