Experience

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  Employee Benefits Security Administration

  • United States
  • Insurance
  • 1 - 100 Employee

  • Senior Employee Benefits Law Specialist

    • May 2002 - Present

    Provide policy and technical advice on all aspects of ERISA employee benefit plans including health and retirement plans, PBGC matters and related employment tax and benefits matters. Primarily focused on routine annual rollover and special projects relating to Form 5500 updates in conjunction with IRS and PBGC.

  • Interim Acting Chief, Division of Legislative Policy Analysis

    • Mar 2020 - Aug 2020

    Supervise team of six employee benefits law specialists. Plan, direct and review legislative analysis of proposed and enacted bills pertaining to employee benefit plans, regulatory standards and procedures and appropriations. Delivered timely summaries and other briefing materials on COVID-19 bills (FFCRA, CARES Act, PPP Flexibility Act) for rapid agency implementation. Manage clearances of agency views for OMB requests related to legislation.

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  Morgan Lewis

  • Tax Attorney

    • Apr 2000 - Dec 2001

    Performed federal, state and local tax reserach and tax planning for corporations, partnerships and individuals. Practice included mergers and acquisitions, corporate reorganizations, and taxation of regulated investment companies.

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  Deloitte LLP USA

  • Senior Tax Manager

    • Jun 1998 - Apr 2000

    Responsible for all aspects of corporate and partnership taxation, including tax advice, tax compliance and tax planning. Supervised subordinate staff, set milestones and schedules for completing work.

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  Spencer Fane LLP

  • Kansas City, MO

  • Tax Attorney

    • Aug 1997 - May 1998
    • Kansas City, MO

    Performed general tax research and prepared memoranda with particular focus on corporate taxes related to mergers and acquisitions, employment taxes, executive compensation and tax exempt organizations.

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  Tax Court of New Jersey

  • Newark, NJ

  • Law Clerk

    • 1996 - 1997
    • Newark, NJ

    Law Clerk to Hon. David E. Crabtree.

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  Ernst & Young

  • New York, NY

  • Tax Manager

    • Nov 1991 - Aug 1996
    • New York, NY

    Advised taxpayers on a variety of state and local tax issues including sales and use, income tax and P.L. 86-272/nexus issues. Developed optimal multi-state operating structures. Provided tax dispute resolution services. Co-author, A Comparison of Tri-State Personal Income Taxes, The Journal o...

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  KPMG

  • New York, NY

  • Tax Associate

    • Jan 1990 - Nov 1991
    • New York, NY

    Prepared tax returns for corporations, partnerships, trusts and individuals.