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In Rev. Proc. 2023-23, the IRS released the inflation adjusted amounts for 2024 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.

Up to 18 million people may no longer be eligible for Medicaid coverage now that states are required to resume annual Medicaid renewals, following a “break” and relaxed social service benefits rules during the pandemic. Because The Families First…

April showers bring May flowers, but those same April showers can also bring flash flooding. Flooding is the most common disaster in the United States and floods occur in all fifty states. In the last several years, there have been dozens of flash flooding incidents in…

On March 30, 2023, the United States District Court for the Northern District of Texas issued an order in Braidwood Management  Inc. v. Becerra (“Braidwood”), vacating any and all actions taken by the DOL and other federal agencies (in the past and in the…

On April 10, 2023, the President signed H.J.Res. 7, which ended the COVID-19 national emergency on April 10, 2023, approximately one month earlier than anticipated. However, prior to the passage of H.J. Res. 7, the DOL and other federal agencies issued guidance in the…

On March 3, 2023, federal agencies released Prescription Drug Data Collection (RxDC) Reporting Instructions applicable to the 2022 reference year.  RxDC reporting for the 2022 reference year is due on or before June 1, 2023.   

When the Consolidated Appropriations Act, 2021 (the “CAA”) was enacted on December 27, 2020, it included a provision that prohibits group health plans and health insurance carriers from entering into certain agreements that, either directly or indirectly…

In the course of the last week, we saw two prominent, well-established and significant banks demise. The bank runs caught everyone by surprise because it’s not a credit crisis, like in ’07-’08. Unfortunately, it started with some bad public relations…

On February 21, 2023, the IRS released Final Rules amending the existing requirements related to mandatory e-filing of information returns, including Forms 1094-C and 1095-C, among others.  The final rules are effective for all applicable returns due on or after…

I feel compelled to share lessons in business, life and investing. When there have been major events like the past year in the public equity markets, I find it’s a good time to reflect on observations, mistakes or lessons learned.