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. .
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.
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.
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.
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.
Wagner Law Group
Connecticut Avenue, N.W.
Beach Gardens, FL 33418
East Kennedy Boulevard
Francisco, CA 94104
Exempt Organizations: Governance, Design and Taxation of Executive
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
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:
governance-related considerations, laws and regulations.
- The role of boards and
their committees in decision-making about executive
- Tax strategies - and
problems - arising under IRC §§ 457, 4958, 409A, and new 4960.
- Considerations under
ERISA's "top hat" rule.
- Guidelines used by tax
exempt organizations to determine executive compensation and
- New and emerging best
practices, and how to take them into account.
webinar, our clients, friends and other attendees will hear about:
- Best practices for
making executive compensation decisions.
- Design changes and
trends that tax exempt organizations are considering.
- Practical issues,
board/officer dynamics, and public disclosure considerations
that should impact decision-making.
- Strategies by which to
avoid litigation relating to disputes over executive
- Worst case problems
that tax exempt organizations may face from their executive
compensation plans and practices.
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).
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
here to see more details about and to register for this
crucial free webinar.