Great Results Begin with Great Relationships
New York, NY
Joined July 2021
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The IRS has made it easier to fix retirement plan mistakes! Angela Stockbridge explains new self-correction rules for 401(k), SEP, SIMPLE, and pension plans, which errors no longer require IRS filings, and how employers can qualify for relief. Listen now: open.spotify.com/episode/1eI…
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A new ERISA suit against TE Connectivity builds fee and forfeiture claims entirely from public Form 5500 data. FRB’s Angela M. Stockbridge explains what plan sponsors and advisors should do now. frblaw.com/silva-v-te-connec…
THIS WEEK! 📣 Join FRB's Angela Stockbridge for “RMD Remediation for CPAs: Correcting Missed Distributions for Clients and Plans” on Thursday, November 12, from 12:00 PM - 1:00 PM ET. Earn 1.0 NY CLE/CPE credit by attending. frblaw.zoom.us/webinar/regis…
How can businesses adopt AI responsibly?
Join Dana Walsh Sivak, Moish Peltz, Christopher Warren and Ted Carlson at Future Ready on Nov. 17 to explore AI governance, compliance and protecting privileged conversations.
Register: meet.frblaw.com/future-ready…
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What should business owners watch as 2026 ends?
Join FRB and AllianceBernstein on Nov. 17 for Future Ready: Managing Through Disruption. Benjamin Goetsch will discuss market conditions, investment trends and the IPO outlook.
Learn more and register: meet.frblaw.com/future-ready…
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Is “SI” the next “AI”? FRB Co-Managing Partner Moish Peltz talks with MLex about the “super intelligence” branding rush, the early run on .si domains, and why a strong mark still comes down to distinctiveness. Read more: frblaw.com/frbs-moish-peltz-…
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IRAs finally get their own IRS correction program. Rev. Proc. 2026-33 launches the IRA Compliance Resolution System on May 1, 2027, covering common IRA errors and 60-day rollover waivers. Angela Stockbridge explains: frblaw.com/irs-launches-the-…
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Capital gains don’t have to mean an immediate tax bill. Join FRB's Matthew Rappaport and Roth&Co on Tuesday, November 10, in Brooklyn to explore Opportunity Zones 2.0, 1031 exchanges, and more. Learn more and register: rothcocpa.com/e/95ebf
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At Future Ready: Managing Through Disruption Matthew Rappaport and Samuel Heyman will explore advanced income tax planning strategies and opportunities for business owners to manage tax exposure and preserve wealth.
Learn more and register: meet.frblaw.com/future-ready…
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FRB’s Melissa A. Guseynov examines In re Wallace, where a bankruptcy court granted two years of in rem stay relief, and what the decision means for lenders and secured creditors facing serial filings.
Read the full article: frblaw.com/bankruptcy-court-…
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The IRS’s draft 2027 Pub. 15 brings a $192,300 wage base, Trump account payroll rules, and new tip and overtime reporting. FRB’s Angela Stockbridge covers what plan sponsors and TPAs should do now. frblaw.com/draft-2027-public…
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ESOP sponsors: SECURE Act and SECURE 2.0 amendments are generally due December 31, 2026, and off-the-shelf 401(k) amendments usually won’t fit. FRB’s Angela Stockbridge explains the steps to take now. frblaw.com/your-esop-has-a-d…
At Future Ready: Managing Through Disruption, FRB Founding Partner Jeffrey W. Berkman will moderate “Addressing the Elephants in the Room: Operating a Business, Preparing for a Sale, and Succession Planning.”
Learn more and register: meet.frblaw.com/future-ready…
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New IRS rules make it easier to self-correct retirement plan errors, but only if you can prove the fix. Angela Stockbridge explains what sponsors, TPAs and CPAs need to know. frblaw.com/missed-an-rmd-the…
Could your next government contract put your IP at risk? In his latest article, Daniel Gershman explores how proposed changes to federal contracting rules & increased scrutiny of patents could affect IP protection, negotiations, & business transactions.
frblaw.com/your-ip-playbook-…
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Cash balance plans let owners 45+ save much more for retirement than 401(k)s, with higher limits & tax breaks. Angela Stockbridge breaks it down on The Exclusive Benefit—an ERISA Podcast. Ideal for high-earning owners ready to commit. Listen here: tinyurl.com/y3ya9awv
We’re proud to share that attorneys across our firm have been named to the 2026 New York Metro Super Lawyers and Rising Stars lists! Learn more about this recognition: frblaw.com/frb-attorneys-rec…
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A missed RMD is no longer a quiet oversight. The IRS is enforcing the 10-year rule on inherited accounts. Learn how to fix a shortfall with FRB Taxation Partner Angela Stockbridge on Thursday, November 12, at 12:00 PM ET. Earn 1.0 NY CLE/CPE credit. frblaw.zoom.us/webinar/regis…
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Recent court rulings are refining when self-employment taxes are imposed on limited partners. In the latest #HowTaxWorks, Matthew Foreman examines key decisions and their tax implications for partners and partnerships. Listen here: tinyurl.com/ybva5rvz
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A profitable sale is only half the equation. What you do with the gains decides how much stays invested. Join FRB’s Matthew Rappaport and Roth&Co on Tuesday, November 10 in Brooklyn to explore Opportunity Zones 2.0 and 1031 exchanges.
Register here: rothcocpa.com/e/kmjty
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