PROFESSIONAL EXPERIENCE
Attorney with over 25 years
employee benefits and
insurance product taxation
experience and expertise, primarily
with a major international law firm where she was first an associate and then a
partner. Author of Governmental Plans Answer Book. Served under two former Commissioners of Internal Revenue.
Experience has involved:
- Qualified retirement plans
- Health and welfare arrangements
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- Executive compensation
- Insurance and annuity products
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Cutting edge legal work for
- Major corporations
- Collectively bargained plans (single employer and multiemployer)
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EDUCATION
Georgetown University Law Center, Washington, D.C. JD 1980
- Law Review: The Tax Lawyer
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The Johns Hopkins University, Baltimore, Maryland. BA 1976
- PSA (Pi Sigma Alpha) political
science honor society
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- Dean's list
- Mayor's Fellow
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St. John's College, Annapolis, Maryland, 1970 - 72
PROFESSIONAL ASSOCIATIONS
American Bar Association Section of Taxation Employee Benefits Committee
- Chair, Subcommittee on Governmental Plans, 1994 - 1995
- Chair, Subcommittee on 403(b), 457 and Exempt Organization Plans, 1994
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- Co-Chair, Subcommittee on Government Submissions, 1989 - 1993
- Chair, Subcommittee on Distributions, 1986 - 1989
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American College of Benefits Counsel
National Association of Public Pension Plans
- Member, Federal Legislation/Tax Section
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National Council on Teacher Retirement
Benefits and Compensation Law for Nonprofits
- Member, Advisory Board of Editors, 2001 - Present
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Benefits Quarterly
- Member, Board of Editors, Legal-Legislative-Regulatory Update section, 1985 - 1988
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BAR MEMBERSHIPS
District of Columbia, 1980
Maryland, 2000
United States Tax Court, 1986
OTHER INFORMATION
Author of Governmental Plans Answer Book, Aspen Publishers, 2002, and the annual supplements thereto.
Founder of Employee Benefits
Legal Resource Site.
Frequent speaker and contributor of professional articles on employee benefits issues
Further information is available in the latest edition of Marquis Who's Who in the World.
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