40 Years of Experience

Category: BLOGS


Please join Alex Brucker of Brucker & Morra at a reception for Congressman Robert Andrews on Friday, April 19, 2013, at 8:00AM at the offices of Green Hasson Janks in Westwood (Los Angeles), CA.  Twelve-term Congressman Andrews was recently appointed Co-Chair of the House Democratic Caucus Steering and Policy Committee. 

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ERISA v. State Law — When Two Worlds Collide

Gruber v. PPL Retirement Plan is a Pennsylvania federal district court case and, as such, it might not be on the radar screen of California family law attorneys. Yet, it usefully demonstrates how retirement plan officials might interpret a QDRO in light of transactions that were not contemplated when the QDRO was entered.

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President’s budget to set value limits on retirement accumulation

WSJ.com — Now He’s After Your 401(k)

The White House pulls a switcheroo on retirement savings accounts.

How many times have you read financial-advice stories lecturing you to max-out on your IRA, save as much as you can in your 401(k), and even pay taxes now to change your regular IRA into a Roth IRA that will be tax-free until you die?

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Alex Brucker’s Letter to IRS Results in Pilot Penalty Relief Program–6 years later!

Six years ago, on April 22, 2008, as a twenty-year member of ASPPA and a Director of the Small Business Council of America, I filed  a Position Paper with the Internal Revenue Service TE/GE entitled, “The Time is Now to Remedy the Inequity Applied to American Small Businesses Respecting the Late Filing of IRS Form 5500-EZ.”  The Position Paper set forth what I believed would be the most reasonable and equitable remedy to the application of late filing penalties to “employer-sponsors” for the failure to timely prepare and file IRS Form 55–EZ.

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