Education
Bacholer of Science - Accounting, The College of St. Catherine
Overview
Firm lead on Employee benefit plan consulting services
Employee Benefit Plan Tax, ERISA and compliance matters
Affordable Care Act - Employer Plans
Executive compensation, 457 Plans, 409A compliance, welfare plans, fringe benefits
Employee benefit plans in Mergers / Acquisitions
Upcoming speaking engagements
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Resources and event materials
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In the community
Chair AICPA Employee Benefit Plans Tax Technical Panel
AICPA Healthcare Reform Tax Task Force
Western Pensions Benefits Council - Phoenix Chapter
