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 L. Silverstein is the founder of Silverstein and Mullens, which later became part of Buchanan Ingersoll & Rooney PC. He concentrates his practice in estate planning, nonprofit organizations, charitable contributions and representation before the Internal Revenue Service and Treasury Department.
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.
Lisa M. Starczewski, Esq., Co-Chair; Counsel, Buchanan, Ingersoll & Rooney; J.D., Villanova University School of Law, summa cum laude; B.A., Smith College, magna cum laude. Lisa Marie Starczewski is Counsel in the tax department at Buchanan, Ingersoll & Rooney. She served as Editor-in-Chief of the Villanova Law Review (1987–88) and has practiced tax law with Morgan, Lewis & Bockius and Schnader, Harrison, Segal & Lewis. She has also taught in the LL.M program at Villanova University School of Law. Ms. Starczewski has authored more than 20 Bloomberg BNA Tax Management Portfolios in both the U.S. Income and Accounting series. She is also the author and co-author of numerous Bloomberg BNA Tax Practice Series chapters. She has received the Tax Management Distinguished Author Award and is co-chair of the following Bloomberg BNA Tax Management Advisory Boards: U.S. Income; Corporate Tax; Real Estate; Estates, Gifts & Trusts; Compensation Planning; U.S. International; and Transfer Pricing.
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.
David A. Cohen, Esquire. Managing Director - Legal, Evercore Trust Company, N.A.
Thomas M. Cryan, Jr., Esq.,Shareholder, Buchanan Ingersoll & Rooney PC, Washington, DC. Thomas M. Cryan, Jr. focuses his practice on various tax matters including executive compensation, fringe benefits and employment tax areas. He consults with clients on tax audits, and with drafting and amending fringe benefit policies and compensation plans. Tom also assists clients in structuring compensation arrangements to comply with Section 162(m) of the Internal Revenue Code. Tom also has significant expertise in the application of Code section 3121 (FICA) and the deduction rules under Code Section 274.
Peter I. Elinsky, Esq., Adjunt Professor of Law, Georgetown University Law Center; LL.M., Taxation, Boston University School of Law (1972); J.D., Suffolk University School of Law (1968) cum laude; B.S., Accounting, University of Connecticut (1965). Peter Elinsky is an Adjunct Professor of Law at Georgetown University Law Center in Washington, D.C., where he Teaches Retirement Plans -Design and Taxation; and Executive Compensation - Cash And Equity-Based Incentives. Peter retired from KPMG after almost 31 years of service on June 30, 2002. Prior to retirement, he held the position of Partner in Charge of Americas Accounts for Compensation and Benefits. Mr. Elinsky joined KPMG's Boston office in 1972, transferred to the Washington National Tax practice in 1976, and admitted to the partnership in 1978. Mr. Elinsky has extensive experience in employee benefits and executive compensation, particularly in matters involving qualified retirement plans and deferred compensation. He has presented at various tax institutes, and has written articles on employee benefits and executive compensation. He was frequently quoted as an expert in the financial press.
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, Esq., Pillsbury Winthrop Shaw Pittman LLP; J.D., Columbia University Law School (1972), LL.M. in taxation, New York University Law School (1979), B.A., Fordham University (1968). James Klein is a senior counsel in Pillsbury Winthrop Shaw Pittman LLP's Executive Compensation & Benefits and Tax practices. He has broad experience servicing clients in the areas of employee benefits, retirement plans, insurance and in the international taxation of compensation and benefits, from the employee and employer perspective. Mr. Klein has represented companies on U.S. and non-U.S. tax and labor issues and has worked with corporations in ensuring that their employee benefit plans comply with ERISA.
Morris L. Kramer, Esq., Roberts & Holland LLP; J.D., Columbia University; B.A., Columbia University. A Partner with Roberts and Holland, Morris Kramer has concentrated on corporate and real estate taxation since 1960. He works with REITs and advises clients on their formation and structuring to achieve the most tax-efficient methods of property transfers and ownership, including the use of umbrella partnerships, and has dealt with management and services issues, as well as the other complex qualification requirements. A former member of the Executive Committee of the Board of Governors of NAREIT, he has crafted tax legislation important to the REIT industry. He has advised clients on the formation of corporations, mergers and acquisitions, liquidations, tax-free and bankruptcy reorganizations and has dealt extensively with net operating loss carryovers and complex corporate tax problems that arise in bankruptcy proceedings. He has also counseled on employee benefits matters, including the development of compensation and benefit packages for both public and private companies. His experience ranges from creating qualified retirement to non-qualified deferred compensation plans and Rabbi Trusts. He is on the Advisory Board of Tax Management, the Corporate Tax Committee of the ABA, the NY State Bar Tax Committee on Bankruptcy, and is President of the NY Committee of Realty Trust Lawyers and former Chairman of the Subcommittee on REITs of the ABA.
David N. Levine, Esq., Groom Law Group, Chartered; J.D., University of Pennsylvania Law School; B.A., Johns Hopkins University with honors. David N. Levine is a principal at Groom Law Group, Chartered. He advises plan sponsors, advisors, and other service providers on a wide range of employee benefits matters, from retirement and executive compensation to health and welfare plan matters. Mr. Levine's areas of service include: the redesign of complex retirement, executive, and health and welfare plans; ongoing, day-to-day counseling of plan sponsors; in-depth compliance reviews of corporate and governmental benefit programs; and representation of tax-exempt organizations with respect to issues involving corporate governance, executive compensation, and unrelated business income tax liability.
Veena K. Murthy, Esq., Mercer (US) Inc.; B.A., Barnard College, Columbia University; J.D., Benjamin N. Cardozo School of Law, Yeshiva University; LL.M. Taxation, New York University. A Partner at Mercer in Washington DC, Ms. Murthy serves as a Vice Chair of the ABA Tax Section Multinational Employee Benefits & Compensation Subcommittee, and an Adjunct Professor of Law at Georgetown University Law Center. She advises multinational clients on a wide range of compensation and benefit tax matters, including qualified plans, executive compensation, equity arrangements, Affordable Care Act tax rules, fringe benefits, payroll compliance, compensation deductions, and M&A. Ms. Murthy has particular expertise in the area of cross-border taxation issues associated with the international delivery of benefits on the individual and corporate tax levels, including Section 409A cross-border issues, foreign employee benefit trust arrangements, and ACA expatriate issues. Prior to joining Mercer, Ms. Murthy was a Director in KPMG LLP’s Washington National Tax Compensation and Benefits group, at the law firm of Baker & McKenzie, and before that, served as in-house benefits tax counsel at IBM Corporation
Alan A. Nadel, CPA, Strategic Apex Group LLC; B.S., John Carroll University (1972); M.B.A., City University of New York (1976); A.P.C., M.S., New York University (1977). A Managing Director with Strategic Apex Group LLC, Alan has more than 40 years of experience serving a diverse range of clients, advising on matters relating to executive and board of directors compensation, employee benefits, retirement programs, ESOPs and income and estate planning. He advises clients on the strategic, financial, accounting, and tax considerations of these programs as well on various aspects of corporate governance.
Avery E. Neumark, RSSM CPA LLP; B.A., Yeshiva University, 1974; J.D., Brooklyn Law School, 1977; LL.M (in Taxation), New York University School of Law, 1980; CPA, 1983; Avery E. Neumark, is the Partner-in-Charge of the RSSM CPA LLP's Employee Benefits and Executive Compensation practice and a member of the firm’s Executive Committee. He is also an adjunct professor at Brooklyn Law School and the Fordham University Graduate School of Business. Prior to joining the firm, Mr. Neumark was a tax partner specializing in executive compensation and employee benefits planning with Ernst & Young and Weber Lipshie & Co. Mr. Neumark is a former Commissioner of the New York State Insurance Fund. From 1987-1994, he served as a Special Advisor to the Lieutenant Governor of the State of New York, Stan Lundine. In 1991, Governor Cuomo appointed Mr. Neumark Chairman of the New York State Temporary Commission on Worker’s Compensation.
Andrew L. Oringer, Esq., Dechert LLP; J.D., Hofstra University School of Law (1984) with distinction; M.B.A., Adelphi University (1984); A.B., Economics, Duke University (1980) cum laude, with Distinction in Economics. Andrew L. Oringer is a partner and the co-chair of the Employee Benefits and Executive Compensation Group at Dechert LLP, where he advises on a wide variety of matters relating to employee benefits, fiduciary issues and executive compensation. He is the Emerging Issues Coordinator of the Employee Benefits Committee of the American Bar Association’s Section of Taxation, and former co-chair of the Employee Benefits Committee of the Tax Section of the New York State Bar Association, and is a primary author of numerous bar comments covering a broad array of issues. He also is a member of the New York State Bar Association’s Committee on Attorney Professionalism. He is a Fellow of the American College of Employee Benefits Counsel, and a Senior Fellow from Practice for the Regulatory Compliance Association.
Stephen Pavlick, Esq., McDermott Will & Emery LLP; B.S.B.A., University of Richmond, 1975; LL.M., Georgetown University Law Center, 1980; J.D., University of Richmond, 1977. Stephen Pavlick is a partner in the law firm of McDermott, Will & Emery and is based in the Firm's Washington, D.C. office. He focuses his practice on employee benefits matters for large multinational corporations. He concentrates primarily on qualified plans, related fiduciary and other ERISA issues, deferred compensation and equity arrangements, and funding strategies for post-retirement welfare benefits. He has worked extensively with cash balance plans.
Gary G. Quintiere, Miller & Chevalier Chartered; A.B., Lafayette College, 1966, The George Washington University National Law Center, 1969, J.D. Gary Quintiere has spent his entire career helping clients develop workable, common-sense solutions to difficult and sensitive issues. His practice covers the full gamut of benefit issues, including post-Pension Protect Act (PPA) funding and cash balance conversions for pension plans, employer stock, automatic enrollment and qualified default investment for 401(k) plans, fiduciary considerations and 404(k) dividend deductions for employee stock ownership plans (ESOPs), the 419/419A deduction limitations pertaining to voluntary employees' beneficiary associations (VEBAs), and the establishment of 401(h) accounts in traditional defined benefit and money purchase plans, as well as such welfare plan-related issues arising under cafeteria plans, flexible spending accounts, and COBRA continuation, including the recently enacted federal subsidy rules.
Pamela C. Scott, Esq., General Counsel, Citigroup, New York, NY., where she leads a team advising Citi on a wide range of US and global compensation and benefits matters. Prior to joining Citi in 2005, she was a partner at Towers Perrin (now Towers Watson) and had been a consultant in the human resources field for 13 years. Before then, she was an associate at Shearman & Sterling. She is a Fellow of the American College of Employee Benefits Counsel.
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.
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