BNA's Compensation Planning Advisory Board is comprised of esteemed professionals from renown corporations, universities, and government entities. Below is a listing of our current board members.
Leonard serves as founder of the highly regarded Tax Management publication series. For the past 50 years, Tax Management has produced and maintained more than 500 portfolios, monthly journals and periodicals, providing tax professionals and advisors with a sophisticated analysis, application and interpretation of the Internal Revenue Code.
Before he founded his own firm with Richard A. Mullens in 1960, Leonard served as an attorney in the Office of Chief Counsel for the Internal Revenue Service and on the legal advisory staff of the Treasury Department. His long history of professional and community service includes roles on the Advisory Group of the House Ways and Means Committee in the late 1950s, as executive director of the "Filer" Commission on Private Philanthropy and Public Needs, as a member of President-elect Nixon's Task Force on Taxes, President Reagan's Committee on the Arts and Humanities and as a member of the IRS Commissioner's (Lawrence Gibbs) Exempt Organizations Advisory Group.
Robert K. Barbetti, B.A., MacMurray College (magna cum laude); M.A., Middlebury College; J.D., St. Louis University School of Law; LL.M., Washington University School of Law. Mr. Barbetti is Managing Director at J.P. Morgan and is a member of the New York Bar, Association of the Bar of the City of New York, and the ABA. He is a speaker on executive compensation, benefit, and wealth transfer issues and publishes and lectures on executive compensation and benefits for ALI-ABA, the Practicing Law Institute, the New York State and City Bar Associations, The Conference Board, the New York State Bankers Association, Yale University's School of Law, and New York University's School of Law's Tax Institute and Institute on Wealth Management and LL.M. program. He is on the editorial board of the Journal of Compensation and Benefits.
Peter I. Elinsky, Esq., KPMG LLP (retired), McLean, VA.
Sharon Goldzweig, Associate Counsel, Consolidated Edison Company of New York Inc., New York, NY.
Richard M. Green, Esq. (retired).
Leonard S. Hirsh; New York University School of Law; Georgetown University Law Center (Masters of Law, Taxation). Mr. Hirsh is a writer and speaker on employee benefits and executive compensation topics and has taught courses at the New York University Institute on Federal Taxation and at the Practising Law Institute. He is a member of the BNA Tax Management’s Advisory Board on Compensation Planning, former Chairman of the Qualified Cash or Deferred Arrangements Subcommittee of the American Bar Association’s Employee Benefits Committee, a Charter Fellow of the American College of Employee Benefits Counsel, a contributing editor for the Journal of Pension Planning and Compliance, and a member of the Board of Editors of Law Firm Partnership and Benefits Report. Mr. Hirsh is the author of articles “New Prop. Regs. for Section 401(k) Plans Are a Comprehensive Overhaul of Existing Guidance,” for the November 2003 issue of the Journal of Taxation, and “Section 409A Final Regs. Provide Comprehensive Guidance for Post-Transition Period,” for the September 2007 issue of the Journal of Taxation. Mr.Hirsh is the Global Compliance Director for Citigroup’s pension and retirement plans.
James P. Klein, J.D., Columbia University Law School (1972), LL.M. in taxation, New York University Law School (1979), B.A., Fordham University (1968). Mr. Klein is a member of the New York State Bar; member, past chair of the Employee Benefits Committee, Section of Taxation, American Bar Association; member, past chair of the Employee Benefits Committee, Tort and Insurance Section, American Bar Association; member of the Tax Management Compensation Planning Advisory Board. Mr. Klein is also a founding member and past chair of the International Pension and Employee Benefits Lawyers Association (IPEBLA).
Morris L. Kramer, Esq., Roberts & Holland LLP, New York, NY.
Alvin D. Lurie, B.A., Cornell University, 1943; LL.B., Cornell Law School, 1944. Mr. Lurie is President of Alvin D. Lurie, P.C., in New York. He was Counsel for Wagner Law Group in Boston. Mr. Lurie is a member of the Bars of New York and District of Columbia. He served as Assistant Commissioner of Internal Revenue (Employee Plans & Exempt Organizations),1974–1978 and earned a Lifetime Employee Benefits Achievement Award, Tax Section of American Bar Association 2007 (first so designated). He is Chair and Editor, NYU Review of Employee Benefits and Executive Compensation, 1999 to date; General Editor, Federal Income Taxation of Retirement Plans (LexisNexis 2008). Mr. Lurie is the author of numerous articles in technical journals and business periodicals on income tax, employee benefits, and executive compensation. He is Charter Fellow, American College of Employee Benefits Counsel; Fellow, American College of Tax Counsel and New York Bar Foundation.
Veena K. Murthy, Esq., KMPG LLC, Washington, DC.
Alan A. Nadel, C.P.A., John Carroll University (B.S. Mathematics, 1972), City University of New York (M.B.A., Taxation, 1976), New York University (M.S., A.P.C., Actuarial Science, 1977). Mr. Nadel is a member of the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants. He is author of Accounting for Equity Compensation (1st and 2nd editions), Executive Compensation for the Limited Liability Company, and various articles on executive compensation. He is a contributor to Employee Benefits Handbook, The Stock Options Book, and Executive Compensation in ESOP Companies and serves as expert advisor to the Financial Accounting Standards Board. He is currently Managing Director at Strategic Apex Group, LLC in New York.
Avery E. Neumark, B.A., Yeshiva University, 1974; J.D., Brooklyn Law School, 1977; LL.M (in Taxation), New York University School of Law, 1980; CPA, 1983; Partner-in-Charge, Employee Benefits & Executive Compensation, Rosen Seymour Shapss Martin & Company LLP; Member AICPA, ABA, NYSBA; Board of Directors, NYSSCPA's; speaker on employee benefits, health and welfare plans, executive compensation and estate and tax planning; contributions to various publications.
Andrew L. Oringer, a partner in Ropes & Gray’s Tax & Benefits Department, leads the firm's ERISA and executive compensation practice in New York. Andrew counsels clients on their employee benefit plans and programs, benefits-related tax matters and fiduciary issues arising in connection with the investment of employee benefit plan assets.
Stephen Pavlick, C.P.A., B.S.B.A., University of Richmond, 1975; LL.M., Georgetown University Law Center, 1980; J.D., University of Richmond, 1977. Mr. Pavlick is a Partner at McDermott Will & Emery, LLP, in Washington, DC. He concentrates in the area of employee benefit matters for large multinational corporations. Mr. Pavlick is a member of the Tax Management Advisory Board for Compensation Planning and served as an assistant professor at Drexel University. He is the author of several articles on cash balance plans and the taxation of stock options and other executive compensation.
Gary G. Quintiere, A.B., Lafayette College, 1966, The George Washington University National Law Center, 1969, J.D.; He is an Employee Benefits and Executive Compensation member, Miller & Chevalier Chartered, Washington, DC, and a member of the District of Columbia Bar, Virginia Bar, and ABA. He is a speaker on employee benefits and executive compensation issues, including ERISA & fiduciary litigation, fringe benefits, health and welfare plans, health policy and compliance, and tax-exempt organizations. He is the author of several articles on employee benefits and executive compensation issues, including publications in the Journal of Taxation and the Journal of Taxation of Employee Benefits.
Pamela C. Scott, Esq., Assistance General Counsel, Citigroup, New York, NY.
Susan P. Serota, Esq., Pillsbury Winthrop Shaw Pittman LLP, New York, NY.
J. Edward Shillingburg, A. B., Stanford University, 1958; LL.B., Harvard University, 1961. Mr. Shillingburg is principal of the Law Office of J. Edward Shillingburg in Shelter Island Heights, NY. He is formerly of counsel, Morgan, Lewis & Bockius, New York City (1994–1997); tax and ERISA partner, Lord Day & Lord Barrett Smith, New York City (1972–1994). He is admitted in New York, New Jersey, and District of Columbia. Mr. Shillingburg is an author and speaker on ERISA and exempt organization issues.
Tamara (Tami) M. Simon, Esq., is an employee benefits attorney and a Principal for Mercer, where she serves as a national resource on issues affecting employers' health and welfare benefits such as traditional health plans, wellness programs, consumer-directed health plans (e.g., health savings accounts), cafeteria plans, employee and educational assistance programs, retiree health plans, life insurance, health and dependent care flexible spending accounts, disability plans, on-site clinics and fringe benefit programs. Ms. Simon is an accomplished public speaker and regularly invited to present on various topics around the country. In addition to authoring dozens of Mercer white papers, Ms. Simon has also written numerous articles in leading industry publications. Ms. Simon is on the advisory board of BNA Tax Management's Compensation Planning Journal and the steering committee of the Worldwide Employee Benefits Network's DC chapter. Before joining Mercer, Ms. Simon worked for the law firm McDermott, Will & Emery, the consulting firm Hewitt Associates and the Illinois Attorney General's Office; she also served as a judicial intern for the Iowa District Court. She is a member of the Illinois Bar.
Michael P. Sjogren, Merrill Lynch, New York, NY.
Marcia Beth Stairman Wagner, B.A., summa cum laude, Cornell University (1984); J.D., Harvard Law School (1987). Ms. Wagner is a Law and Economics Fellow and member of the Employee Benefits Committee of American Bar Association Tax Section; Tax Section Counsel, Massachusetts Bar Association; Pension Liaison Committee, IRS Key District Office, Brooklyn, New York; Massachusetts and District of Columbia Bars (1987).
Jennifer H. Zimmerman, Esq., Executive Director, Morgan Stanley, New York, NY.