Areas of Practice
Undergraduate School
University of Florida
Law Schools
- Stetson University
- Georgetown University
Bar Admissions
Florida
Memberships
American Bar Association - Section of Taxation (Employee Benefits Committee) and Labor and Employment, Joint Committee on Employee Benefits
SGR Publications & Presentations
- Compliance Dates for Disclosure of Retirement Plan Fees Extended by DOL Final Rule
- REMINDER: Upcoming Deadline for Information Reporting Requirements for Incentive Stock Options and Employee Stock Purchase Plans
- Agencies Issue Additional Guidance on Mental Health Parity Implementation
- IRS Issues Additional Guidance on Form W-2 Reporting Requirements
- New HIPAA Audit Program Is Underway
- Good News: Agencies Delay Summary of Benefits and Coverage Requirement
- IRS Issues Sample Plan Amendment and Extends Deadline for Compliance with Section 436
- U.S. Supreme Court to Rule on Constitutionality of Health Care Reform Legislation
- IRS Cost-Of-Living Adjustments: Employee Benefit Plan Limitations For 2012
- DOL Withdraws Its Proposed Definition of ERISA Fiduciary
- Update on Health Care Reform: Agencies Release Proposed Regulations on the New Summary of Benefits Requirement & PPACA Changes Medicare Part D Annual Enrollment and Notice Period
- New Guidance Released on Preventive Services for Women
- Agencies Respond to Comments from Employers and Others and Issue Amended Claims and Appeals Process Regulations
- DOL Extends and Aligns Applicability Dates for Retirement Plan Fee Disclosures
- IRS Announces Extension of Form 8895-SSA Filing Due Date
- Important Reminder: Cafeteria Plan Amendments Regarding OTC Medications Required by June 30
- U.S. Supreme Court Addresses ERISA Remedies for Inaccurate and Misleading Plan Communications
- DOL Proposes Extension of Applicability Dates for Retirement Plan Fee Disclosure Rules
- Electronic Disclosure Rules: DOL Wants Your Thoughts on Changes President Signs Repeal of PPACA’s Form 1099 Provision
- Repeal of PPACA’s Form 1099 Provision and DOL Issues Additional PPACA Guidance
- IRS Releases Guidance on Form W-2 Health Coverage Reporting
- Happy First Birthday Health Care Reform, and DOL Extends Enforcement Grace Period for Certain Claims Appeals Process Changes
- Update on Constitutional Challenges to the Health Care Reform Legislation
- Update on Health Care Reform: Agencies Delay Application of Nondiscrimination Rules to Fully-Insured Plans
- IRS Issues Final Guidance on Small Business Health Care Tax Credit
- GINA Regulations Provide Additional Guidance on Wellness Programs
- IRS Modifies Section 409A Correction Procedures
- Breaking News on Health Care Reform Grandfather Rules: Now Changes in Insurance Policies and Carriers Are Permissible
- IRS Cost-of-Living Adjustments Employee Benefit Plan Limitations for 2011
- DOL Releases Proposed Rule to Expand Definition of an ERISA Fiduciary
- DOL Releases Final Rule Regarding Disclosure of Retirement Plan Fees and Expenses to Plan Participants
- Update on Health Care Reform: Interim Relief from W-2 Reporting Obligations and DOL Guidance on Retiree-Only Plans
- Update on Health Care Reform: Additional Guidance Released on Claims Appeals Process Changes
- Update on Health Care Reform: September 23 First Effective Date for Health Care Reform Compliance, and OTC Reimbursement and Mini-Med Guidance Released
- Update on Health Care Reform: The Claims Appeals Process Changes
- Update on Health Care Reform: The Preventive Service Rules
- DOL Issues Retirement Plan Fee Disclosure Interim Final Regulation
- Update on Health Care Reform: DOL Releases Model Notices on Adult Child Coverage, Lifetime Limits, and Patient Protections
- Update on Health Care Reform: Interim Final Rules Released Addressing Pre-Existing Condition Exclusions, Dollar Limits, Rescission and Patient Protections
- Update on Health Care Reform: Interim Final Rules Released Addressing “Grandfathered” Health Plan Status
- IRS Releases Revised Form 941 to Reflect HIRE Act Payroll Tax Exemption
- 401(k) Compliance Check Questionnaire Project
- HIRE Act Provides Tax Benefits for Hiring Unemployed Workers
- Health Care Reform Legislation: Focus on the Early Retiree Reinsurance Program
- Health Care Reform Legislation: Focus on Dependent Coverage
- COBRA Subsidy Eligibility Period Extended to May 31, 2010
- Obama Health Care Reform Legislation Becomes Final
- Historic Senate Health Care Act and Reconciliation Bill Passed by the House, First Step in the Controversial Reconciliation Process to Obama Health Care Reform
- DOL Issues Model SCHIP Notices and Reminder of Important HIPAA HITECH Deadline
- Group Health Plans Require Review Due to New Mental Health Parity Regulations
- DOL Issues Model Notices for COBRA Subsidy Extension and Update on Health Care Reform
- IRS Issues a Corrections Program for Certain Code Section 409A Document Failures
- COBRA Subsidy Extended
- IRS Cost-of-Living Adjustments Employee Benefit Plan Limitations for 2010
- HHS, DOL, and Treasury Jointly Issue GINA Regulations
- Medicare Part D Disclosure Notice Deadline Approaching
- HHS Issues Final Regulations Implementing HITECH Breach Notification Requirements
- DOL Releases Expedited Review Application for COBRA Subsidy
- No April Fool’s Joke: New Group Health Plan Requirements Effective April 1, 2009
- Model Notices Released by the DOL for the COBRA Subsidy Under ARRA
- Guidance Released by the IRS and DOL for COBRA Subsidy Under Economic Stimulus Legislation
- COBRA Changes in the Economic Stimulus Legislation Require Prompt Action by Employers

