William J. Walderman: Lawyer with Sutherland Asbill & Brennan LLP

William J. Walderman

Washington,  DC  U.S.A.

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Experience & Credentials

Practice Areas

  • Tax
  • Insurance
  • Employee Benefits & Executive Compensation
  • Insurance Products
  • Financial Services
  • Insurance Taxation
Contact InfoTelephone: 202.383.0243
Fax: 202-637-3593
University Harvard College, A.B., magna cum laude
Law SchoolUniversity of Wisconsin Law School, J.D., cum laude; Georgetown University Law Center, LL.M., Taxation
Admitted1988, District of Columbia
BornWashington, D.C., July 17, 1946

Bill Walderman counsels insurance companies on the taxation of insurance companies and their products. He works on the tax-compliant design and administration of life insurance and annuity products on behalf of insurers, other financial service providers and corporate purchasers; the remediation of non-tax compliant insurance products; and tax reserving and other insurance company tax issues.

Bill represents clients seeking private letter rulings and compliance waivers before the Internal Revenue Service (IRS) on insurance tax issues and also works on a number of tax controversy and litigation matters involving insurance issues.

In addition, Bill advises clients on the Employee Retirement Income Security Act (ERISA), specifically fiduciary issues under Title I. His ERISA work includes representing clients before the U.S. Department of Labor in prohibited transaction exemption and advisory opinion proceedings and in enforcement matters. He regularly advises clients on ERISA fiduciary issues arising in connection with securitizations and privately offered funds.

Before joining the firm in 1988, Bill spent nearly 14 years with the Office of the Solicitor for the U.S. Department of Labor, where he was involved in nearly all aspects of the department's ERISA program.

Selected Experience
Sutherland advises on structuring retirement products and services to satisfy ERISA-prohibited transaction requirements.
Sutherland advises on ERISA issues in derivatives and securitizations.
Sutherland advises on tax and ERISA issues in the structure of timber investments for pension plan market.

Client Tools
• 409A Law


Documents by this lawyer on Martindale.com

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Beta Testing FATCA: IRS Declares 2014 and 2015 as a Transition Period for FATCA Administration and Enforcement and Provides an Additional Six Months of Relief for Certain Preexisting Obligations
Dennis L. Allen,William R. Pauls,Linda A. Sciuto,W. Mark Smith,William J. Walderman, May 13, 2014
Pursuant to Notice 2014-33 (the Notice), the IRS announced that it will treat calendar years 2014 and 2015 as a transition period for the administration and enforcement of the due diligence, reporting, and withholding provisions of the Foreign Account Tax Compliance Act (FATCA). During this...
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Office Information

William J. Walderman

700 Sixth Street NW, Suite 700
WashingtonDC 20001-3980


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