“The Secure Act 2.0 — Expansion of Retirement Security and Financial Well-Being Initiatives,” SRZ Alert, Feb. 24, 2023
“FTC Proposes Rule to Ban Non-Compete Clauses,” SRZ Alert, Jan. 10, 2023
“What Are the Retirement Plan Dollar Limits for 2023,” SRZ Alert, Oct. 25, 2022
“Voya Financial’s Acquisition of Czech Asset Management,” Global Legal Chronicle, Aug. 9, 2022 (featured)
“DOL Compliance Guidance on Plan Investments in Digital Assets,” SRZ Alert, March 16, 2022
“What Are the Retirement Plan Dollar Limits for 2022?” SRZ Alert, Nov. 4, 2021
“Section 409A Issues in Corporate Transactions,” Lexis® Practice Advisor, March 2021
“What Are the Retirement Plan Dollar Limits for 2021?,” SRZ Alert, Oct. 27, 2020
“DOL Confirms Private Equity Can Be Small Components of Defined Contribution Plan Investments,” SRZ Alert, June 24, 2020
“Benefit Plan Updates (COVID-19),” SRZ Alert, May 20, 2020
“401(k) and 403(b) Plans Under the CARES Act: Implementing Special Employee Relief,” SRZ Alert, April 3, 2020
“SBA Issues Regulations on Paycheck Protection Program, Narrowing Eligibility and Providing More Details,” SRZ Alert, April 3, 2020
“Paycheck Protection Program Loans to Small Businesses — Treasury Issues Application Form and Additional Guidance,” SRZ Alert, April 1, 2020
“CARES Act Provides Financial Assistance for Mid-Sized Companies,” SRZ Alert, March 30, 2020
“CARES Act Provides Loans, Expands Employment Benefits and Revises Tax Provisions for Small Businesses,” SRZ Alert, March 30, 2020
“COVID-19 Legislation — Impact on Individuals,” SRZ Alert, March 30, 2020
“Tax-Qualified Retirement Plans Under the CARES Act (COVID-19),” SRZ Alert, March 30, 2020
“ERISA Considerations for Investment Managers — COVID-19 and Volatile Markets,” SRZ Alert, March 19, 2020
“Employment Law — Section 409A Deadlines — Considerations for Employers Impacted by COVID-19,” SRZ Alert, March 17, 2020
“First Circuit Court of Appeals Finds Private Equity Funds Not Liable for Pension Liabilities of Portfolio Company,” SRZ Alert, Dec. 5, 2019
“What Are the Retirement Plan Dollar Limits for 2020?” SRZ Alert, Nov. 6, 2019 (co-author)
Private Equity Funds: Formation and Operation (Practising Law Institute), 2018-2019 (contributor)
Hedge Funds: Formation, Operation and Regulation (ALM Law Journal Press) (co-author); (Full Court Press), 2022 (co-author)
“What Are the Retirement Plan Dollar Limits for 2019?,” SRZ Alert, Nov. 11, 2018 (co-author)
“DOL Fiduciary Duty Rule Officially Dead,” SRZ Alert, July 5, 2018 (co-author)
“House Tax Reform Bill: Potential Dramatic Changes for U.S. Compensation Arrangements,” SRZ Alert, Nov. 7, 2017 (co-author)
“Tax Fly-Around: Stock Options in Flux,” The Washington Post, Nov. 6, 2017 (quoted)
“Republican Tax Plan May Leave Future of Stock Options in Flux,” Bloomberg, Nov. 3, 2017 (quoted)
“Private Equity Guide 2017 — USA,” The International Comparative Legal Guide to: Private Equity 2017 (Global Legal Group) (contributor)
“DOL Fiduciary Rule: Update for Fund Managers,” SRZ Alert, Feb. 9, 2017 (co-author)
“President Trump and the Affordable Care Act: What Happens Now?,” SRZ Alert, Jan. 25, 2017 (co-author); republished in Westlaw Journal – Health Care Fraud, Feb. 2017
“Sales of Divisions and Subsidiaries: Employment and Employee Benefits Issues in Carve-Out Transactions,” Lexis® Practice Advisor, Dec. 15, 2016 (co-author)
“California Passes Legislation Limiting Enforceability of Forum Selection and Choice of Law Provisions in Employment Contracts,” SRZ Alert, Oct. 14, 2016 (co-author)
“Recent Developments in Executive Compensation,” SRZ Alert, Aug. 19, 2016 (co-author)
“Federal Court Finds Private Equity Funds Liable for Pension Liabilities of Portfolio Company,” SRZ Alert, April 8, 2016 (co-author); republished in Pratt's Journal of Bankruptcy Law, June 2016
SRZ Pension and Health Plans: 2015 Year-End Review, Feb. 2016 (co-author)
“Cadillac Tax Officially Delayed to 2020,” SRZ Alert, Dec. 21, 2015 (co-author)
“Final DOL Regulations Require Compensation Disclosure by ERISA Service Providers,” The Metropolitan Corporate Counsel, March 2012
“Federal Agencies Issue Proposed Rule Regarding Financial Institutions’ Incentive-Based Compensation,” The Metropolitan Corporate Counsel, May 2011
“Prescribing Health Care Benefits Under Section 409A,” Tax Management Compensation Planning Journal, Vol. 36, No. 12, Dec. 5, 2008