J-Lo

Thanks David…very helpful.

I would appreciate some guidance or recommendation for a CPA or Tax Professional. Spouse retired 7 years ago and would not execute QDRO for AP. After much litigation, court will be ordering enforcement of marital settlement agreement providing 50% of FRS Defined Benefit at the time of retirement. There’s quite a lot of retro money that will be paid. Retiree’s attorney wants to make a partial lump sum payment to lower interest prior to final judicial order to enforce QDRO. Alternate payee needs tax advice regarding pre QDRO lump sum payment and post QDRO retroactive payments. Basic question…is a payment made prior to QDRO enforcement taxed the same as a payment post QDRO?

I’m looking at an ATP STD program in Florida. No employee contributions. The administrator bills by participant for every activity they do, phone calls, emails faxes, consulting. The participant invoice show the amount of ATP services as taxable income to the participant. Can this be correct?

Thank you both. Very helpful!

Has anyone received formal guidance on calculating Self funded health plan cost for the PPP application? I know you have to back out employee contributions. The banker indicates it has to be on a cash basis; so if true, that would rule out a few methods. Haven’t seen any guidance yet. Carrier has not advised yet either.