New Year’s Reminders & Resolutions for Defined Contribution Plan Sponsors
As we enter 2026, a few brief reminders of important issues affecting defined contributions plans (such as 401(k) plans) that require plan sponsor employers’ attention
Read
Joe Wessman has a substantial business practice with an emphasis on business and tax planning for closely held businesses. Additionally, he represents clients in tax disputes with the Internal Revenue Service.
Joe routinely advises clients regarding IRS compliance and tax audits, as well as other state, federal, and local tax controversies. He also provides tax and accounting advice relating to structuring and documentation of partnership and limited liability companies, mergers and acquisitions, reorganizations, asset sales and purchases of businesses, and other day-to-day transactional matters. He also undertakes due diligence and advises businesses regarding debt-financing, private placements, and public offerings of securities.
Joe has been recognized since 2007 as one of the Best Lawyers in America in Mergers & Acquisitions Law. Best Lawyers®, which is now partnered with U.S. News & World Report, is the oldest and most respected peer-review publication in the legal profession.
Washington
American Bar Association, Taxation Section, and Real Property, Probate and Trust Section
Spokane Legal Services Corporation, Board of Directors
Community Colleges of Spokane Foundation, Board of Directors
Children’s Home Society, Board of Directors
Law School:
New York University, LL.M. Taxation, 1979
University of the Pacific, J.D., 1978
Undergraduate:
University of Nevada at Reno, B.S., 1973
Internal Revenue Service, Auditor
Gonzaga University School of Law, Adjunct Professor of Law in Estate Planning
Frequent speaker on tax matters before the Washington State Bar Association, and the Oregon Society of Certified Public Accountants
As we enter 2026, a few brief reminders of important issues affecting defined contributions plans (such as 401(k) plans) that require plan sponsor employers’ attention
ReadAs the commencement of the 2026 Idaho Legislative Session approaches, it’s timely to review the provisions of the OBBBA and how they might affect individuals…
ReadThe IRS just released the eagerly awaited annual cost of living adjustments affecting retirement plans for 2026.
ReadThe Form 5500 is an annual filing made with both the U.S. Department of Labor and IRS. Form 5500 must be filed by most retirement…
Read