Category: Current Publications

E is for ERISA | AlignWomen Podcast: De-mystifying The Complexities of ERISA Benefits

Christine Roberts Podcast with Amy Evans: De-mystifying The Complexities of ERISA Benefits www.eforerisa.com, Christine Roberts’ benefits blog.  Roll your cursor by to take a look.

E is for ERISA: “IRS Plays Musical Chairs With Voluntary Correction Programs”

Read about IRS program Employee Plans Compliance Resolution System, or EPCRS. www.eforerisa.com, Christine Roberts’ benefits blog.  Roll your cursor by to take a look.

E is for ERISA Blog Celebrating its 10th Anniversary

www.eforerisa.com, Christine Roberts’ benefits blog, is celebrating its 10th anniversary with a fresh new look.  Roll your cursor by to take a look.

COVID-19 Vaccines: Employer Mandate & Incentive Issues with Christine Roberts and Paul Wilcox…

Christine Roberts, and Mullen & Henzell partner Paul Wilcox as guest co-author, address the employment law issues around COVID-19 vaccines and your workforce (Q&A 1 – 4).  She follows up with a few questions on using wellness incentives to encourage employees to get vaccinated. Click here to view full post on Christine Roberts’ E is...

Money Talks podcast with Christine Roberts: COVID-19 changes to 401(k) and executive deferred compensation plans…

In this podcast episode of Money Talks, Hugh Meyer Meyer, of Charlesworth & Rugg, Inc., talks with Christine Roberts regarding how the CARES Act can impact Qualified Retirement Plans and some responsibilities of plan sponsors. Christine provides a detailed update to IRS Notices 2020-50 and 2020-51, which details the regulations involving COVID-19 related distributions from...

Christine Roberts published an article in California CPA magazine: What CPAs Should Know About Controlled Groups

Mullen & Henzell, L.L.P. Christine Roberts published an article in January/February edition of California CPA magazine:  “What CPAs Should Know About Controlled Groups”  — Click here to view article:  http://californiacpa.calcpa.org/?issueID=79&pageID=24

IRS Gifts Large Employers an ACA Reporting Extension

Under the ACA, Applicable Large Employers (ALEs) must comply with annual reporting and disclosure duties under Section 6056 of the Internal Revenue Code (“Code”). These include filing, with the IRS, a Form 1094-C transmittal form, together with copies of Form 1095-C individual statements that must also be furnished to full-time employees (and to part-time employees who...

What's New

October 23, 2023

Welcoming Lucy Flinchbaugh to the Firm

MULLEN & HENZELL is pleased to announce Lucille “Lucy” Flinchbaugh to the firm. Lucy joined us as an associate in the Business and Real Estate group. Her practice focuses on...

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October 20, 2023

Thank you Santa Barbara!

Voted “Best Law Firm” in Santa Barbara – in the Santa Barbara Independent Readers’ Poll 2023.  

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April 28, 2023

Christine Roberts joined the firm’s Estate Planning Department

After working exclusively with employee benefits (ERISA) for a number of years, Christine Roberts has joined the firm’s estate planning department. She brings to the department her expertise in the...

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January 1, 2023

Congratulations to Morgan Davis Barnwell and Brian Daly - New Partners at Mullen & Henzell

It is with great pleasure to announce that Morgan Davis Barnwell and Brian Daly have become Partners of firm. Morgan has been working closely with the firm’s estate and tax...

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