HR White Papers

White Papers from leading HR experts provide great insight and research on timely relevant HR topics.

A Primer on Social Security Disability Law

September 18, 2019

What kinds of benefits are there? There are several kinds of disability benefits for which a person can be eligible. Depending on the facts, a person may be entitled to one of these benefits, both, or, unfortunately, none. The medical rules are the same for all categories, you must be just as disabled to qualify for one as for another. The non-medical requirements are different for each category. This white paper reviews the different disability benefits, and discusses how Social Security defines and determines disability.

Failed Drug Test

September 18, 2019

Diet Coke and a Poppy Seed Muffin First was the poppy seed muffin argument for a failed drug test. Now companies better fasten their seatbelts for the next chapter in employment-based drug screening following Coca-Cola’s recent product announcement. Coca-Cola recently revealed that they were taking a look at a cannabidiol-infused line of beverages. This white paper discusses what companies will do if faced with the possibility of cannabidiol soda on the market?

International Enforcement is an IRS Priority

September 11, 2019

Immigrants are particularly vulnerable. There is a group of taxpayer’s dealing with international penalties; immigrants are especially exposed and find themselves vulnerable to international penalties for assorted ways of failing to file information returns, and not disclosing all gifts or inheritances. This white paper reviews the importance of reporting and disclosing foreign holdings.

When Should New Hires Receive Mandatory Training?

September 11, 2019

New hires have a lot to learn. Do you want your new hires to be successful in their jobs? The answer to that is easy – of course you do. Is there a plan in place to train your new hires, and does that plan include when the best time is to provide mandatory training? The answer to that might not be as easy to decide. This white paper reviews three things to consider before deciding the right time to deliver mandatory training.

Keeping Portfolio Costs Low

September 4, 2019

The burden of portfolio costs can be tremendous. When portfolio costs come straight from the pockets of the investor, with the two main costs involving the expense ratio of the mutual funds or ETFs and the fees being charged by the advisors, the attention to keeping those costs as low as possible should be consistently emphasized. This white paper reviews where to start in managing the costs and how reducing costs can impact the portfolio.

Conflicts of Interest

September 4, 2019

Failure to comply with rules of professional conduct may result in discipline. Conflict rules are designed to foster the duty of loyalty the lawyer must have for the client and the exercise of independent judgment. The rules address conflicts as three different categories: conflicts between existing clients; conflicts that exist with former clients; and, conflicts that exist because of the type or subject matter of the contemplated transaction or relationship. This white paper reviews the basic rules regarding conflicts contained in Rules 1.7, 1.8 and 1.9.

Standards for Use of Opiates in Treatment of Pain Changes in Ohio

August 28, 2019

New rules establish significant changes. New regulations became effective late last year in Ohio, marking more change in the legal standards which control provider use of opiates for pain treatment. These regulations oust the previous law and combine standards for opiate use for non-acute pain while establishing changes to the provider approach to the use of these medications, as well as specific documentation requirements. Download this white paper for a review of these changes.

New Massachusetts Bills Propose Telehealth Insurance Coverage, Practice Standards

August 7, 2019

Telehealth laws continue to gain support. There continues to be a supportive push and backing for telehealth commercial coverage laws throughout the U.S. The laws are being created to assure that covered health insurance place members are allowed to use all aspects of their benefits both in-person and virtually. This white paper reviews current legislation filed for five new telehealth bills.

Top Five Ways to Combine Opportunity Zones and LIHTC Transactions

July 31, 2019

Can your LIHTC transaction benefit from being an opportunity zone? Are you aware of the types of deals that may work for you? Do you know how to structure your transaction to take full advantage of opportunity zones? There is a lot of information available on opportunity zones, however it can be overwhelming as regulations continue to evolve and this type of fund still being implemented. This white paper provides a review of how opportunity zones and LIHTC’s might work together.

Form 5500s

July 31, 2019

Do you have a Form 5500 for each benefit you offer? In the U.S. private sector employers provide for an estimated 2.3 million health plans. Form 5500 Annual Return/Report is the primary source of information about operation, funding, assets and investments of those employee benefit plans and is an essential compliance and research tool for the Department of Labor, the IRS and the PBGC. This white paper reviews what Form 5500 is and what it does.