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Albany Compliance Update – at Homestead Funding

September 12, 2019 @ 2:45 pm - 4:30 pm

Lisa Allen, VP Regulatory Affairs will provide the latest regulations and guidance.

This activity is approved for 2 Specified Credit Hours: HR (General).

2019 Compliance Update

Topics Include:

  1. IRS Advisory Council (IRSAC)
  2. ACA Penalty Letters
  3. NYS Paid Family Leave for 2019
  4. Department of Labor Audits
  5. NYS Sexual Harassment Policy
  6. IRS Form 5500 & new Schedule J

What is your course of action when you open a letter 226J from the IRS and see a $1.2 Million dollar penalty? That seems far fetched, but Lisa has already encountered examples like this,and more.

How will you complete your Premium Tax Credit form? If you do owe a “B” penalty, how do you pay it? Lisa will dig into the details and leave you informed on all new legislation.




Homestead Funding
8 Airline Drive
Albany, NY 12205 United States
+ Google Map


HCRI Credits:
Event Type:
RBA Event - RSVP Required