More than 37 years of experience in tax planning for corporations, limited liability companies, partnerships and individuals. Advises employers and executives regarding compensation and benefit issues. Designs and drafts qualified and nonqualified retirement plans and advises employers and plan administrators regarding plan administration. Forms nonprofit corporations and obtains IRS determinations of tax-exempt status.
Associate - Smith & Schnaake LPA now Thompson Hine LLP - Dayton, OH 1981-1984
Associate - Jones Waldo Holbrook & McDonough PC 1984-1986
Shareholder - Jones Waldo Holbrook & McDonough PC 1986-present
•Best Lawyers in America, Tax Law, 2010-2017
•Best Lawyers in America, Employee Benefits Law, 2003-2017
•Best Lawyers in America, Lawyer of the Year, Employee Benefits Law, 2017
•Chambers USA, Labor & Employment ERISA, 2011-2017
•Super Lawyers, Employee Benefits/ERISA 2012-2017
Member, Utah State Bar
Member, Utah State Bar, Taxation Section
Beta Gamma Sigma
Beta Alpha Psi
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