E is for ERISA: “IRS Plays Musical Chairs With Voluntary Correction Programs”

Read about IRS program Employee Plans Compliance Resolution System, or EPCRS. www.eforerisa.com, Christine Roberts’ benefits blog.  Roll your cursor by to take a look.

E is for ERISA Blog Celebrating its 10th Anniversary

www.eforerisa.com, Christine Roberts’ benefits blog, is celebrating its 10th anniversary with a fresh new look.  Roll your cursor by to take a look.

COVID-19 Vaccines, Employers, and Christine Roberts and Paul Wilcox

Christine P Roberts and Paul K Wilcox Attorneys Mullen and Henzell Santa Barbara

Christine Roberts, and Mullen & Henzell partner Paul Wilcox as guest co-author, address the employment law issues around COVID-19 vaccines and your workforce (Q&A 1 – 4).  She follows up with a few questions on using wellness incentives to encourage employees to get vaccinated. Click here to view full post on Christine Roberts’ E is… Read more »

Money Talks podcast with Christine Roberts: COVID-19 changes to 401(k) and executive deferred compensation plans…

In this podcast episode of Money Talks, Hugh Meyer, of Charlesworth & Rugg, Inc., talks with Christine Roberts regarding how the CARES Act can impact Qualified Retirement Plans and some responsibilities of plan sponsors. Christine provides a detailed update to IRS Notices 2020-50 and 2020-51, which details the regulations involving COVID-19 related distributions from retirement… Read more »

Our Clients & COVID-19

The health and safety of our employees and our clients is our top priority. We are taking steps to address the rapidly changing impact of COVID-19, and the effect it is having on our employees and clients. Our Attorneys have the flexibility to work remotely, and we are encouraging them to use this more frequently… Read more »

What CPAs Should Know About Controlled Groups (Christine Roberts, CA CPA Magazine)

Mullen and Henzell Law Firm Santa Barbara

Christine Roberts published an article in January/February edition of California CPA magazine:  “What CPAs Should Know About Controlled Groups”  — Click here to view article:  http://californiacpa.calcpa.org/?issueID=79&pageID=24

IRS Gifts Large Employers an ACA Reporting Extension

Under the ACA, Applicable Large Employers (ALEs) must comply with annual reporting and disclosure duties. This falls under Section 6056 of the Internal Revenue Code (“Code”). These include filing, with the IRS, a Form 1094-C transmittal form, together with copies of Form 1095-C. These individual statements must also be furnished to full-time employees (and to part-time… Read more »

Santa Barbara Women Lawyers Foundation Donor of the Year

Mullen & Henzell was chosen as 2017 Donor of the Year by Santa Barbara Women Layers Foundation.  The firm received this award at the Onward & Upward Donor Reception on Wednesday, October 18 at Carr Winery at 5:30pm. Each fall, Santa Barbara Women Lawyers Foundation recognizes key supporters of the organization who have championed SBWLF’s mission… Read more »

IRA Wealth Transfers: 5 Common Mistakes (Christine Roberts)

Christine Roberts will be presenting at the August 18, 2017 meeting of the Financial Planning Association of Ventura County on the  5 Most Common Mistakes in IRA Wealth Transfers (link to flyer below). View event flier here:  https://fpavc.memberclicks.net/assets/docs/mtg-flyers/2017%2008.18.pdf

Deborah Boswell is now a Partner (Estate Planning)

We are pleased to announce that Deborah K. Boswell became a Partner of the firm on January 1, 2017.