Overview
ERISA
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.
Strategic Transactions
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.
Faculty Positions
- 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
Related Legal Services
Related Industries
Credentials
Bar Admissions
California
Illinois
Education
The Dickinson School of Law of Pennsylvania State University
J.D. (2004)
Eastern Illinois University
B.A. (1999)
John Jay College of Criminal Justice
M.A. (2000)
Insights & Events
News
Other Perspectives
Firm Blog Contributions
- Spotlight on Benefits – a blog offering practical insight on legal developments which impact benefit plans
- Discerning Data – a forum that discusses developments in privacy, cybersecurity, information governance and data analytics
Leadership & Community
Pro Bono
- 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.
Professional Associations
- 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
Firm Leadership
- Co-leader, ESOPs Practice Team
Honors
- 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.