REPRESENTATIVE EXPERIENCE Adam’s recent representative experience includes:
- Reviewing and restating deferred compensation plans for compliance with Internal Revenue Code section 409A.
- Performing a detailed compliance review and restatement of a foreign governmental entity’s 40-year-old defined benefit pension plan including use of IRS correction programs.
- Providing employee benefits advice in connection with:
- Altria Group Inc.’s spin-off of Philip Morris International Inc. and Kraft Foods Inc.
- British Nuclear Fuels plc’s $5.4 billion sale of Westinghouse Electric Company to Toshiba Corporation.
- Compass Group’s $3.2 billion sale of Select Service Partners to a private equity consortium.
- Assisting in the negotiation and drafting of employment agreements for the CEOs of two Fortune 100 companies.
- Representing a large public company’s position on proposed regulations before Internal Revenue Service (IRS) and U.S. Department of Treasury officials, and reaching a favorable result in the final version of those regulations.
PROFESSIONAL HONORS AND AWARDS
- Named to The Best Lawyers in America in the area of employee benefits (2013)
- Recognized by Chambers USA: Guide to Leading Business Lawyers in the area of employee benefits and executive compensation (2011, 2012)
- Named a Nolan Fellow by Tax Section of the American Bar Association, recognizing outstanding service
- Recognized by The Legal 500 United States in the area of tax: employee benefits and executive compensation (2011)
- Selected for inclusion in Washington, D.C., Super Lawyers® (2011)
PROFESSIONAL AND COMMUNITY INVOLVEMENT
- Chair, Executive Compensation Subcommittee, Tax Section, American Bar Association
- Past Vice-Chair, Executive Compensation Subcommittee, Tax Section, American Bar Association
RECENT PUBLICATIONS AND SPEAKING ENGAGEMENTS
- Co-author, “IRS Pulls the Plug on Efforts to Tax Employer-Provided Cellphones,” Tax Notes (November 7, 2011)
- Co-author, “Dodd-Frank Compensation Clawbacks,” Partnering Perspectives (Winter 2010)
- Co-author, “More Say On Pay: What Will It Mean,” ACC Docket, Association of Corporate Counsel Copyright © 2010 (October 2010)
- Author, "Employee Benefits Law for the Construction Industry," Construction Law Briefings (August 2000)
- Author, "Is An Employee's Ability to Amend a Contributory Plan Restricted?" RIA Pension & Benefits Week (June 1997)
- Speaker, “Federal and State Tax Issues Related to Employment,” TEI San Francisco Chapter (September 20, 2012)
- Speaker, “Employee Benefits in M&A: The Tax Department Can Run but It Can’t Hide,” TEI Annual Conference (October 30-November 2, 2011)
- Speaker, BTI Annual Conference (October 23-26, 2011)
- Speaker, “Tax Research,” Sutherland Tax SABLE (July 13, 2011)
- Speaker, Sutherland Webinar: Developing Issues in Employment Agreements (June 8, 2011)
- Speaker, "Employment Tax Audits," TEI New Orleans Chapter Meeting (May 17, 2011)
- Speaker, “Employee Benefits Executive Compensation, Fringe Benefits and Securities Law Update,” ABA Section of Taxation Meeting (May 5-7, 2011)
- Speaker, TEI New Orleans Chapter Meeting (April 17, 2011)
- Speaker, Sutherland Webinar: “Executive Compensation – What’s New and Yet To Do in 2010” (September 29, 2010)
- Speaker, "Comprehensive Employment Tax Examinations Are Here - Are You Prepared?" TEI 60th Midyear Conference (April 11-14, 2010)
- Speaker, “The Employee Benefits Horn of Plenty: Obama, EPCRS, HEART, and Fees,” American Society of Pension Professionals and Actuaries (November 12, 2008)
- Panel Moderator: “Employee Benefits Challenges in Mergers & Acquisitions,” Argyle Human Capital Forum (October 9, 2008)
- Speaker, “The Practical Approach to Living with Section 409A,” National Association of Stock Plan Professionals, Philadelphia Chapter (September 25, 2008)
- Speaker, “Section 409A Top 10 Pitfalls and New IRS Position Regarding Section 162(m),” Tax Executives Institute (TEI) Region II Conference (June 18, 2008)
- Speaker, “Frequent Fliers: Tax and Disclosure of Travel-Related Fringe Benefits for Executives,” Midyear Tax Section Meeting, American Bar Association (January 18, 2008)
- Speaker, “Executive Compensation and Employee Benefits: Current Developments,” TEI, Baltimore/Washington Chapter (May 2007)
