Work with clients to identify and resolve compliance issues affecting retirement, health & welfare, and executive compensation plans. Advise and assist clients with correcting retirement plan failures through established IRS and DOL correction programs. Support clients through transaction due diligence process by assessing potential risks and liabilities arising from retirement plans, equity plans, and other employee benefit plans and programs.

Support and advise clients in minimizing risk and assuring compliance with IRS, DOL, and PBGC requirements by assessing employee benefit plans. Assess business ownership structure and operational aspects to determine when a controlled or affiliated service group exists. Draft spinoff and merger agreements or other plan documents to ensure compliance following business transactions.

Performing research and preparing formal memorandums for tax and litigation issues arising out of upcoming Tax Court cases

Assisted clients with IRS forms, with seeking offers in compromise, and with instituting payment plans. Analyzed account transcripts to determine deficiencies and prepared documents in preparation for appeals hearing.

Legal research into topics including carbon offsets, property tax, privacy rights, and risk management for nonprofit land trust.