Of Counsel
CurrentWe provide sophisticated legal/consultative experience and strategic advice as trusted advisors in a practical business context. We work with our clients to navigate successfully through business lifecycles. We deliver quality legal services to a broad range of corporate, individual, entrepreneurial, start-up, and nonprofit clients including Boston, New England, US, overseas.We serve our clients most efficiently by focusing on our own interconnected expertise and forging collaborations with other like-minded professionals. Our sole focus is making objective/independent judgments on what is in our clients's best interests focused on:*Corporate Transactions with ESOP Focus*Compensation and Benefits/ERISA Compliance*Business Succession*Intergenerational Estate and Tax Planning*M & A*International TaxOur Employee Benefits and Compensation practice focuses on:*Design/implementation-- qualified/nonqualified retirement plans; *IRS[Plan-focused]/DOL[Fiduciary actions] audits/correction programs *Pre-emptive avoidance of IRS/DOL compliance/fiduciary issues/penalties.Our ERISA/Employee Benefit experience includes legal/consultative representations on:•Document compliance•IRS filings •Plan mergers and terminations; •Appropriate disposition of plans/plan assets in bankruptcy •Benefit plans in corporate mergers and acquisitions •Employee communications •Non-qualified deferred compensation and 409A compliance •Stock options, phantom stock and other equity-based compensation arrangements •Health and welfare benefit plans, including flexible benefit plans/spending accounts •Wrap documents for multiple health & welfare plans •HIPAA compliance •COBRA compliance•Fiduciary compliance and counseling •Internal audits and compliance programs •Problem remediation on IRS and DOL compliance•Correction of delinquent 5500 filings .
