Bill Walderman, a member of Sutherland’s Tax Practice Group, concentrates in the areas of insurance company and product taxation and employee benefits, with particular emphasis on the fiduciary standards of the Employee Retirement Income Security Act of 1986 (ERISA).

In the insurance tax arena, Bill focuses on captive insurance programs and alternative risk-management techniques, which involve designing, evaluating and remediating life insurance and annuity products. He also has experience with corporate life insurance purchases and insurance tax controversies, and frequently represents clients seeking private letter rulings and compliance waivers before the Internal Revenue Service (IRS).

Bill’s ERISA work includes representing clients before the U.S. Department of Labor in prohibited transaction exemption and advisory opinion proceedings and in enforcement matters. He regularly advises clients on ERISA fiduciary issues arising in connection with fee structures, securitizations and privately offered funds, and product design.

Before joining the firm in 1988, Bill spent nearly 14 years with the Office of the Solicitor for the U.S. Department of Labor, where he was involved in most aspects of the department’s ERISA program.