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David G. Shapiro, Partner and Chair of the Tax & Employee Benefits Group, will be a panelist at the Philadelphia Bar Association's CLE session on Wednesday, May 21st. The topic of this event is "Moving or Investing Across Borders: Tax Traps for the Wary." Join an esteemed panel of tax attorneys as...

David Shapiro and Jamihlia Johnson, attorneys at Saul Ewing LLP, will be speaking at the upcoming ABA Section of Taxation on May 9, 2025, in Washington, DC. Jamihlia will be a panelist in the session entitled So Long, Farewell: US Tax Issues for Expatriates. This panel will address the US tax rules...

This month’s Friday Five explores decisions from around the country discussing the concept of reasonableness in various forms. One court rejected the parties’ proffered definitions of the term “working” and instead determined that a dictionary definition was reasonable. Two cases reflect courts...

Saul Ewing LLP is pleased to announce that Amy Kline and Caitlin Strauss have been honored in the 2025 JD Supra Readers' Choice Awards for their exemplary authorship of The Friday Five. This prestigious award recognizes the top authors and firms for exceptional thought leadership over the past year...

The Michael J. Fox Foundation invites you to join the upcoming webinar, Fuel the Future of Parkinson's Disease Research: Maximizing Your Giving Strategy. Tune into an exclusive conversation from two leading estate planning attorneys from Saul Ewing, Jeryll Cohen, Esq., and Joi Morris, Esq., and...

This month’s Friday Five addresses cases covering ERISA preemption, the viability of a claim for benefits where the claimant alleges to have not received notice of a prior claim denial, an affirmance by the Circuit Court of a denial of benefits, and District Court reviews of decisions denying...

In this presentation, Saul Ewing attorneys Richard Forsten and Pam Scott discussed the current status of the reassessment process, what is involved in pursuing an appeal, and whether an appeal makes sense for your property. Time is running short if you want to appeal the assessment for your property...

This month’s Friday Five covers an appellate ruling on a complicated case raising both state and federal claims, an instance of procedural improprieties in the administrative review process informing the court’s substantive benefits decision, an equitable ERISA claim for an administrator’s payment...

This month’s Friday Five explores recent decisions including the standard of review for ERISA benefit denials, whether structural conflict entitles a claimant to conflict-of-interest discovery, whether a “relative value units” analysis warrants equitable tolling, whether the administrative record...

This month’s Friday Five explores recent decisions including the impact of a COVID furlough on eligibility for LTD benefits, what constitutes a breach of an employer’s fiduciary duty, what defines total proof of disability or is viewed as a severe procedural violation, and the appropriate weight...

On November 21, 2024, Kathleen Lach, a Partner in Saul Ewing's Chicago office, spoke with members of the Illinois CPA Society on the topic " Navigating Ethical Waters: A Refresher." There was discussion on best practices in return preparation, and current IRS initiatives in fraudulent return...

This month’s Friday Five discusses cases involving ERISA preemption, the methodology for calculating qualified joint and survivor annuity benefits, a dispute over an attempt to supplement the record before the Court, a factual dispute precluding summary judgment on a bad faith claim, and the payroll...

When creating trusts for estate-reduction purposes, nothing compares to the Intentionally Defective Grantor Trust. This type of trust is referred to by the acronym “IDGT.” Called by some as an I-D-G-T and others a word that rhymes with “digit,” the IDGT is an excellent tool for reducing the value of...

Thomas Cryan, a Partner at Saul Ewing LLP, will speak at the 59th Annual Southern Federal Tax Institute in Atlanta, Georgia. Hot Topics in Employment Taxes and Fringe Benefits This presentation will provide an overview of how the IRS computes employment tax liabilities during an audit and the...

This month’s Friday Five covers cases relating to Long-COVID, a class action RICO suit, the physical illness exclusion to accidental death and dismemberment claims, consideration due to an Administrative Law Judge’s disability determination, and self-reported claims of fatigue. The Saul Ewing ERISA...

David Shapiro, Chair of Tax and Employee Benefits Practice at Saul Ewing LLP, will moderate a session at the ABA Section of Taxation Virtual Fall Meeting on September 27, 2024. The topic will be Foreign and U.S. Taxation - Individuals & Passthroughs; Mirror, Mirror – A Look into the Tax System...

Mary Harmon, an Associate in Saul Ewing LLP's Tax Practice, will be on a panel at the ABA Section of Taxation Virtual Fall Meeting on September 25, 2024. The topic will be Sales, Exchanges & Basis; QSBS with Trusts, S Corporations, and Redemptions. Following the May meeting’s discussion of...