Council on State Taxation: Southeast Regional State Tax Seminar
Event
Listed in Mid-South Super Lawyers, "Rising Star," Employee Benefits, 2020-2021 Listed in Best Lawyers: Ones to Watch, Employee Benefits [ERISA] Law, 2022 Sale of physician practice Represented specialty physician practice on benefits matters in sale of practice and related termination of 401(k) and cash balance plans. ESOP of a long-term care provider Represented long-term care provider in termination of ESOP in connection with sale of the company. Phantom equity plan for construction company Drafted and advised on the implementation of a phantom equity plan for commercial construction company. University 403(b) plan Represented university in transition from multiple recordkeepers and restatement of retirement plans. Affordable Care Act penalties Represented publicly traded poultry producer in abatement of IRS penalties for Affordable Care Act filings medical plan. Healthcare provider medical plan Represented healthcare provider in Department of Labor investigation of medical plan. 401(k) plan of government contractor Represented government contractor before Department of Labor for penalties assessed for late-filed Forms 5500. Healthcare provider 403(b) plan Represented healthcare provider in correction of operational failures and submission of late Forms 5500 Annual/Report spanning numerous years.
