Publications

Publications
Employee and Independent Contractor Issues
Southwest Benefits Association and Internal Revenue Service Plan Administrator Skills Workshop
Publications
Plan Drafting and Administrative Issues After Amara - Retirement Plan Issues
American Bar Association 2012 Tax Section Mid-Year Meeting; Presentation given at 2012 Tax Section Mid-Year Meeting
Publications
Section of Taxation Response to Announcement 2011-78 Request for Comments Regarding Proposed Guidance Concerning Governmental Plan Status Under Section 414(d) of the Internal Revenue Code of 1986, as amended
Co-author; State Bar of Texas
Publications
Future of Health Care
Brookhaven Business Alliance; Panel participant regarding the Patient Protection and Affordable Care Act
Publications
Countdown to Year End - What You Need To Do To Keep Your Plans in Compliance
American Bar Association Joint Committee on Employee Benefits
Publications
Employee Benefits Administrative Practices Update
American Bar Association Joint Fall CLE Meeting
Publications
Single Employer Defined Benefit Plan Funding And Benefit Restriction Notice Requirements: The IRS Final Regulations at the Employee Benefits Defined Benefit Plans Update
American Bar Association Joint Fall CLE Meeting
Publications
Keeping Your ERISA Top Hat on: Designing and Wearing a Top Hat
ABA Section of Real Property, Trust & Estate Law,; 22nd Annual Spring Symposia, 21st Annual Employee Benefits Conference for Practitioners and Plan Sponsors
Publications
Health Care Reform Update
Dallas Bar Association
Publications
PBGC Reporting, Monitoring, and Enforcement: Dealing with “Downsizing Liability” and More
ABA Joint Committee on Employee Benefits
Publications
Operational Issues and Nonqualified Deferred Compensation Plans
Southwest Benefits Association
Publications
Qualified Plan Amendments: What To Do By Year End
ABA Joint Committee on Employee Benefits
Publications
Health Care Reform - Legislation Update
Presentation given at Cooper Aerobics Center
Publications
Making Sense of all of the Fiduciary Responsibility in the 401(k) Plan Market Place (Separating Fact from Fiction),
Plan Sponsor Symposium
Publications
Worker Classification: Employee Plans & Employment Tax Challenges
ABA Joint Committee on Employee Benefits
Publications
Single Employer Defined Benefit Funding and Benefit Restriction Notice Requirements: The New IRS Final Regulations
American Bar Association Teleconference; Joint Committee on Employee Benefits
Publications
Welfare Plan Update
Worldwide Employee Benefits Network
Publications
Determination Letter Program: Practical Tips
Joint Meeting; Presented at joint meeting of the Great Lakes Area TE/GE Council, Gulf Coast Area TE/GE Council, Mid-Atlantic Pension Liaison Group, Northeast Pension Liaison Group, and Pacific Coast Area TE/GE Council, Baltimore, Maryland
Publications
Essentials of Executive Employment Agreements - Keeping your ERISA Top Hat Plan On: Non-Qualified Deferred Compensation Plans and 409A
2008 Texas Bar CLE; Employee Benefits Law Update
Publications
EPCRS – A Review
Presenter, Midland Business Estate Council
Publications
Keeping your ERISA Top Hat Plan On: Non-Qualified Deferred Compensation Plans and 409A
Presenter, 53rd Annual Texas CPA Tax Institute
Publications
Keeping your ERISA Top Hat Plan On: Non-Qualified Deferred Compensation Plans and 409A
Presenter, Dallas CPA Society
Publications
Keeping Your ERISA Top Hat Plan On: Being Compliant in the New Millennium
Presenter, International Society of Certified Employee Benefit Specialists
Publications
Hot Topics: 401(k) Administrative Issues
Presenter, SouthWest Benefits Association
Publications
Keeping Your ERISA Top Hat Plan On: Designing and Wearing a Top Hat Plan to Avoid Being Hauled into Court
Author, Benefits Law Journal, Vol. 17, No. 3, 71
Publications
401(k) Plans & Discrimination Testing
Presenter, CenTex Chapter of the American Payroll Association
Publications
Keeping Your ERISA Top Hat Plan On: Designing and Wearing a Top Hat Plan to Avoid Being Hauled into Court
Presenter, Society of Financial Service Professionals
Publications
401(k) Discrimination Basics – 401(k) and Profit Sharing Plans – Enrollment, Funding and Testing Administrative Tips & Traps
Presenter, Southwest Benefits Association
Publications
401(k) Discrimination Basics
Presenter, SouthWest Benefits Association/Internal Revenue Service Basic Administrative Skills Workshop
Publications
Deferred Compensation Issues
Presenter, The Foster Financial Group
Publications
A New ERA for Claims Procedures for Employers with a Touch of the New Privacy Rules
Presenter, Austin Benefits Society
Publications
A New ERA for Claims Procedures for Employers with a Touch of the New Privacy Rules
Presenter, Dallas Benefits Society
Publications
Preparing “GUST” Plan Amendments, Battening Down Before the Storm of IRS Filings Takes Hold
Presenter, Dallas Bar Association
Publications
Preparing “GUST” Plan Amendments, Battening Down Before the Storm of IRS Filings Takes Hold
Presenter, Texas Society of Certified Public Accountants
Publications
ERISA Plans at Risk: How to Take Control of the Controlled Group Rules
Benefits Law Journal, Vol. 12, No. 2, p. 67
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