Cathy focuses her practice on employee benefits, taxation and closely-held businesses. She advises clients on all issues with respect to the design, implementation, qualification and administration of all types of defined contribution plans, including 401(k) plans and ESOPs. She has experience with defined benefit pension plans, welfare benefit plans, executive compensation plans, including stock options and other incentive compensation plans. She also advises clients on employment tax questions related to qualified and non-qualified plans, and resident and non-resident aliens. She has experience handling IRS and DOL audits of plans as well as drafting and negotiating with the IRS on employee benefit plan related private letter ruling requests. She has extensive experience with closely-held businesses, including entity selection, formation and operation.
Cathy has a broad general corporate and tax background in addition to her more in depth employee benefits experience. This background has proven extremely valuable in dealing with clients and their employee benefits and related issues.