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IRS Form 8928: Excise Tax Reporting Update


Gain a better understanding of the reporting obligations of Form 8928 to minimize potential excise taxes, interest and penalties.

Many employers and group health plans are subject to strict requirements under Chapter 43 of the Internal Revenue Code, including Code sections 4980B, 4980D, 4980E, and 4980G. These taxpayers, however, may not understand how violations of these requirements implicate certain excise taxes, along with penalties and interest. This presentation will help employers, group health plans, and other taxpayers who are subject to these requirements identify when a violation triggers a filing requirement on Code section 8928, what tax liability, penalties, and interest are implicated by these violations, how to file this return, where to file this return, and how to avoid excise tax liability. This workshop is critical for impacted employers, group health plans, and other taxpayers to help identify and avoid considerable tax consequences, penalties, and interest implicated by these violations and filing requirements.



David M. Block

David M. Block

Groom Law Group, Chartered

David Marshall Block

  • Associate, Groom Law Group
  • Advises clients on a wide range of federal tax matters regarding employee benefits and executive compensation. My practice encompasses executive compensation, federal income and employment taxes, exempt organizations, and health and welfare arrangements
  • Served as a judicial law clerk for the Honorable Robert P. Ruwe at the United States Tax Court
  • Recipient of the Wilf Tax Scholarship and was named Graduate Editor of the Tax Law Review
  • Written work has been published in, among other places, Tax Notes and the University of Pennsylvania’s legal scholarship repository
  • B.A. degree, Haverford College; J.D. degree, University of Pennsylvania; LLM in tax law, New York University

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