Jeremy has deep experience in the area of fiduciary consulting, as well as advising tax-exempt and governmental organizations on their tax-qualified and deferred compensation arrangements. Jeremy routinely negotiates with the Internal Revenue Service (IRS) and the U.S. Department of Labor (DOL) on correction programs for ERISA-covered plans. In this role, he drafts submissions, negotiates settlements, and resolves issues with governmental officials and agencies.
Privately held, middle-market and emerging growth companies rely on Jeremy’s representation to consummate mergers and acquisitions, manage spinoffs, and negotiate private-sponsor and institutional-buyer transactions, with a particular focus on, and the utilization of, employee stock ownership plans in these transactions. He also represents private investment funds in the acquisition, recapitalization and disposition of portfolio companies.
- City University of New York — Adjunct Professor, Statistics, 2000-01
- Bradley University — Adjunct Professor, Labor Management Relations, 2005-06
- Golden Gate University — Adjunct Professor, Tax Law, 2015-17