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Dan Brandenburg, Esq.


Dan Brandenburg has extensive experience in and knowledge of pension and welfare plans, executive compensation (including plans for tax-exempt organizations) and executive employment matters. He also has substantial experience with association-sponsored member benefit programs. He represents clients regularly before the IRS, the U.S. Department of Labor (DOL) and the Pension Benefit Guaranty Corporation (PBGC), and helps clients with the IRS and DOL voluntary compliance programs, and to respond to audits and investigations initiated by IRS, DOL and PBGC. .

J. Mark Poerio


Mark Poerio has 30 years of experience as an attorney advising public and private companies, compensation committees, and executives about the corporate governance, securities, tax, and accounting issues relating to executive compensation. For Georgetown Law, he taught a course on this subject for almost 10 years, and established a comprehensive website. Mark has recently served on the executive board of the American Benefits Council, and is President of the prestigious American College of Employee Benefits Council.



James Wynn specializes in the assessment and design of compensation and employee benefit plans for tax exempt organizations. Specifically, he advises advocacy groups, professional societies, educational institutions, foundations, and media organizations in the areas of executive compensation, deferred compensation arrangements, and employee benefit plan design. In addition to his consulting work, James regularly speaks and serves as a panelist on these topics and is published in the journal "Taxation of Exempts." Prior to joining Quatt Associates, James was an Associate in the employee benefits and executive compensation practice group of a large international law firm.




The Wagner Law Group

The Wagner Law Group is a nationally recognized practice in the areas of ERISA and employee benefits, estate planning, employment, labor and human resources and investment management.


Established in 1996, The Wagner Law Group is dedicated to the highest standards of integrity, excellence and thought leadership and is considered to be amongst the nation's premier ERISA and employee benefits law firms. The firm has eight offices across the country, providing unparalleled legal advice to its clients, including large, small and nonprofit corporations as well as individuals and government entities worldwide. The Wagner Law Group's 35 attorneys, senior benefits consultant and seven paralegals combine many years of experience in their fields of practice with a variety of backgrounds. Nine of the attorneys are AV-rated by Martindale-Hubbell and six are Fellows of the American College of Employee Benefits Counsel, an invitation-only organization of nationally recognized employee benefits lawyers.  Five of the firm's attorneys have been named to the prestigious Super Lawyers list for 2018, which highlights outstanding lawyers base8 on a rigorous selection process. The Wagner Law Group is certified as a woman-owned and operated business by the Women's Business Enterprise National Council.








Contact Info

The Wagner Law Group


  Integrity | Excellence



Tel: (617) 357-5200 

Fax: (617) 357-5250 

99 Summer Street 

13th Floor

Boston, MA 02110


Washington, D.C.

Tel: (202) 969-2800

Fax: (202) 969-2568


 800 Connecticut Avenue, N.W.

Suite 810

Washington, D.C. 20006



Tel: (847) 990-9034

Fax: (847) 557-1312

190 South LaSalle Street

Suite 2100

Chicago, IL 60603



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Tel: (561) 293-3590

Fax: (561) 293-3591

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Palm Beach Gardens, FL 33418




Tel: (813) 603-2959

Fax: (813) 603-2961

101 East Kennedy Boulevard

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Tampa, FL  33602 



San Francisco

Tel: (415) 625-0002

Fax: (415) 358-8300

300 Montgomery Street

Suite 600

San Francisco, CA 94104


St. Louis

Tel: (314) 236-0065

Fax: (314) 236-5743

25 W. Moody Avenue

St. Louis, MO  63119




Lincoln, MA

Tel: (617) 532-8080

Fax: (617) 532-8090

 55 Old Bedford Road

Suite 303

Lincoln, MA  01773








Free Webinar



Tax Exempt Organizations: Governance, Design and Taxation of Executive Compensation




Please join The Wagner Law Group's Mark Poerio and Dan Brandenburg, as well as James Wynn, Principal with Quatt Associates, for a free one-hour webinar dealing with executive compensation arrangements for tax exempt organizations. This important webinar will take place on Tuesday, October 16, 2018, at 1:00 PM (ET).



This webinar will cover the landscape of issues that the officers and directors of tax exempt organizations face when making decisions about the design of their executive compensation programs.


The webinar is designed to alert listeners to the basic laws and considerations relevant to tax exempt organizations, but will add a practical perspective drawn from our panel's many years of experience with executive compensation issues - from designing programs to solving problems.


Specifically, this program will cover:


  1. Applicable governance-related considerations, laws and regulations.
  2. The role of boards and their committees in decision-making about executive compensation.
  3. Tax strategies - and problems - arising under IRC §§ 457, 4958, 409A, and new 4960.
  4. Considerations under ERISA's "top hat" rule.
  5. Guidelines used by tax exempt organizations to determine executive compensation and benefit levels.
  6. New and emerging best practices, and how to take them into account.


Webinar Objectives




Through this webinar, our clients, friends and other attendees will hear about:


  1. Best practices for making executive compensation decisions.
  2. Design changes and trends that tax exempt organizations are considering.
  3. Practical issues, board/officer dynamics, and public disclosure considerations that should impact decision-making.
  4. Strategies by which to avoid litigation relating to disputes over executive compensation.
  5. Worst case problems that tax exempt organizations may face from their executive compensation plans and practices.


Who Should Join Us




This webinar will provide insights for anyone interested in better designing the executive compensation plans and programs of tax-exempt organizations (namely, executive officers, key employees, board members, and compensation committees, , and those attorneys, accountants, and consultants who provide executive compensation advice).




Topic Background




There is nothing easy about making executive compensation decisions involving tax exempt organizations. Our webinar aims to alert decision-makers, staff and advisors to changes in applicable law, trends and other considerations in how tax exempt organizations are structuring their executive compensation, and the risks that are most commonly encountered.






Please click here to see more details about and to register for this crucial free webinar. 




This Newsletter is protected by copyright. Material appearing herein may be reproduced with appropriate credit.


This Newsletter is provided for information purposes by The Wagner Law Group to clients and others who may be interested in the subject matter, and may not be relied upon as specific legal advice.  This material is not to be construed as legal advice or legal opinions on specific facts. Under the Rules of the Supreme Judicial Court of Massachusetts, this material may be considered advertising.