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
The Dickinson School of Law of Pennsylvania State University
Eastern Illinois University
John Jay College of Criminal Justice
Insights & Events
Leadership & Community
- Fostering Media Connections — Board Member
Fostering Media Connections is a nonprofit media organization that uses a mix of investigative, accountability and solution-oriented journalism to drive reform within the systems that serve vulnerable children, youth and their families.
- IRS TE/GE Pacific Coast — Advisory Council
- American Bar Association — Tax Section
- National Center for Employee Ownership
- The Employee Stock Ownership Plan Association
- Los Angeles Employee Benefits Group
- Co-leader, ESOPs Practice Team
- Best Lawyers® — Employee Benefits (ERISA) Law, 2020-21
- The M&A Advisor — 40 Under 40 Emerging Leaders Award, 2015
- M&A Advisor Awards — Finalist, 13th Annual, 2014
- ACG New York Champion’s Awards — Nominated, “Energy Deal of the Year,” 2014
No aspect of these recognitions has been approved by the highest court of any state.