The New Federal Tax Bill: What It Means for Nonprofits - 2019 Exempt Organizations Conference - 06/09/2022
On-Demand Self-Study
Instructor
Daniel Kuperstein
View Bio
Instructor
Daniel
Kuperstein
View Bio
Mr. Daniel Kuperstein
Bio
Daniel Kuperstein is an attorney with experience advising employers and plan sponsors on a broad spectrum of ERISA and employee benefits-related compliance matters; and overseeing the in-house legal department and benefits consulting division of a national insurance brokerage and consultancy. Specialties: Employee Benefits
Health and Welfare Plans: Compliance with ERISA, the ACA, IRC, HIPAA, COBRA, MHPAEA, ADA and GINA; Section 125/cafeteria plan compliance; wellness plan compliance; Form 5500/DFVCP compliance; ERISA plan document and disclosure compliance; assessing/advising on plan liabilities and plan integration in the context of M&A; compliance with rules pertaining to group insurance plans/arrangements, including voluntary, fixed indemnity and disability plans; DOL, IRS and HHS/OCR audits and investigations; plan-related taxation issues; fiduciary liability issues. Employee Benefits
Retirement/Executive Compensation: IRS, DOL and PBGC audits and investigations; assessing/advising on plan liabilities and plan integration in the context of M&A; multiemployer plan withdrawal liability; ESOP compliance; ESOP transactions; plan investments (including ERISA plan asset look-through rule and REOC/VCOC exemptions); plan mergers; plan terminations; fiduciary liability; prohibited transactions; fee disclosure/DOL fiduciary rule; 401(k), 403(b), 457(b) and 457(f) compliance; IRA compliance; nondiscrimination testing issues; 409A, 162(m) and 280G compliance. Employment Law: Employment/severance/non-solicitation agreements; RIF-related issues; wage and hour and payroll issues; WARN compliance; FMLA compliance. GC/In-house Experience: Privacy/data security laws
NY Cybersecurity Regulation, EU GDPR; laws impacting brokers
FATCA, rebating and producer licensing laws. Admissions: State of New York; State of New Jersey; Commonwealth of Pennsylvania, as well as the U.S. District Courts of the Southern District of New York and District of New Jersey.
