Pub. 12 2023-2024 Issue 2

Are you 100% sure your dealership is fully compliant and not at risk of significant penalties and fines? Compliance is a constantly moving target, and the penalties associated with non-compliance are very steep. When was the last time your dealership had a compliance audit? EPIC provides comprehensive consulting services and in-depth education regarding the ever-changing employee benefits compliance landscape. I work with our Compliance team, which continuously monitors critical federal legislative, regulatory and judicial developments to provide timely, practical guidance to our dealerships. We effectively guide dealerships through an array of complex compliance requirements. EPIC Ask Alison Is Your Dealership Compliant? By Alison McCallum, EPIC Insurance Brokers and Consultants strives to ensure that our clients thoroughly understand their compliance obligations by distilling complex information into easy-to-understand guidance that includes any required action steps. We aim to enable our clients to establish a compliant culture that minimizes exposure to penalties and plan audits. We are here to help identify and address your dealership’s compliance needs through: • Strategic Affordable Care Act (ACA) advice, including financial and administrative impact analysis. • Practical day-to-day ACA, ERISA, HIPAA, IRC, COBRA and insurance mandate guidance. • Client-specific planning, implementation, administration and remediation support as needed. • Tools and documents to address regulatory requirements. • Processes and procedures aimed at Department of Labor (DOL) audit avoidance, preparation and assistance. • Customized compliance-related employee communications. If you would like more information, or a compliance review, EPIC will provide details to NCDA San Diego members at no cost. EPIC ranks among the top 15 retail insurance brokers in the United States and is the largest insurer of auto dealers in the state. Alison McCallum has been in the employee benefits industry for over 20 years and personally works with more than 80 California Dealerships. She is a Principal with EPIC insurance Brokers and Consultants, the CNCDA’s only licensed employee benefits broker. With this partnership EPIC offers unique dealership expertise and services available to NCDA San Diego dealer members at no cost. If you have questions or would like further information, please feel free to contact her at (949) 417-9136 or alison.mccallum@epicbrokers.com. “We have a fantastic relationship with the LSL team. They keep our interests top of mind and maintain a positive reputation in the industry.” —Craig Whetter, President | David Wilson Automotive Group (relationship since 1983) Donald Slater, CPA, Partner Assurance & Advisory donald.slater@lslcpas.com Adam Odom, CPA, Partner Assurance & Advisory adam.odom@lslcpas.com David Myers, MST, CPA, Partner Tax & Advisory dave.myers@lslcpas.com LSL | CPAs & Advisors | Brea, Laguna Hills, Sacramento & Santa Ana, CA | The Woodlands, TX | lslcpas.com/automotive | 714.672.0022

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