Amy Grace Email & Phone Number

Greater Tampa Bay Area

MidCap Loans secures financing for Manufactured Housing Communities (MHC's), Hotels and Apartments. We understand the unique aspects of financing commercial real estate. Let us help you find a great deal!Call us today. (727) 223-8989.

Palm Harbor, Florida, United States

MidCap Hotel Loans arranges permanent, bridge and construction loans for hotels across the country. We specialize in securing long term, fixed rate, non-recourse loans.

Tampa/St. Petersburg, Florida Area

I serve as a Relationship Manager and am responsible for business development in the central Florida region. With over 14 years of experience in retirement plan compliance and administration, my expertise includes legal compliance, plan sponsor education, plan administration and a strong desire to create lasting client relationships.

• Serves as a full-service employee benefits attorney providing compliance assistance to employers and third party administrators.• Provides guidance on the Affordable Care Act, COBRA, ERISA, HIPAA and other areas of employment law.• Guides HR professionals through large corporate acquisitions, plan mergers, open enrollments, and other HR functions.• Presents on-site training on various employee benefits topics including compliance and governance.

Kansas City, Missouri Area

• Advised employers and administrators on the daily operation of welfare and pension benefit plans to ensure compliance with federal and state laws and regulations including ERISA, HIPAA and COBRA.• Actively participated in all phases of ERISA litigation involving fiduciary duties and defense of claim determinations.• Prepared plan amendments, disclosures and governmental filings as required by continual changes and updates to ERISA and the Internal Revenue Code.• Successfully managed a large client base by prioritizing issues, practicing superb organizational skills and effectively managing delegated tasks.• Represented employers during DOL investigations and appeals including direct negotiation with the DOL.• Designed and drafted deferred compensation plans including profit sharing plans, 401(k) plans, employee stock ownership plans and supplemental executive compensation plans.• Protected the business interests of clients during mergers and acquisitions by ensuring the proper transition of employee benefit plans.• Implemented procedures to provide corporate tax savings through the strategic use of employee benefit plans.• Delivered presentations to diverse audiences on changes in the law and various compliance issues.

Kansas City, Missouri Area

• Acquired extensive knowledge in ERISA, HIPAA, FMLA, COBRA, State Department of Insurance regulations, VEBA regulations and other laws effecting employee benefits. • Assisted in ERISA litigation involving fiduciary duties, plan interpretation and preemption of state law.• Advised clients on compliance issues, tax issues, fiduciary duties, annual filings and proper ERISA appeals procedures.• Participated in direct negotiation with providers on administrative service agreements.• Facilitated the establishment of fully-insured and self-funded health plans by meeting with clients to determine feasibility, drafting plan documents, summary plan descriptions and plan amendments.• Contributed to the design and implementation of Multiple Employer Welfare Arrangements.• Assisted in law firm budget preparation and strategic business decision making.• Facilitated proper business entity and tax planning strategies by assisting in choice of entity and drafting of operational documents including Articles of Incorporation and Bylaws, Articles of Organization and Operating Agreements.

Kansas City, Missouri Area

• Acquired extensive training in legislation affecting various employee benefit plans and structures.• Participated in on-site civil and criminal audits and investigations of employee welfare and pension plans.• Generated case leads through independent research.• Provided daily assistance to employers, employees, plan administrators, attorneys, and other governmental agencies.• Received “Good Job” bonus award from Regional Director within first month of employment.

Doctor Of Law - Jd

Activities and Societies: Dean’s Honor List, Top Tax Student, Top Business Planning Student, Kansas City Tax Clinic, Student Bar.

Bachelor Of Science In Administrative Management / Management, Business, Cum Laude

Activities and Societies: Dean’s Honor List, Board of Governors Scholarship, Sigma Iota Epsilon National Honor Fraternity, Sigma Sigma.

Education record