Leader of the firm's Employee Benefits/ERISA practice group, Joshua Sutin assists clients with the difficult tax and employee benefit issues and challenges facing businesses today including employee benefit plans, tax-exempt organizations and business tax planning. He helps clients understand the legal conundrums commonly encountered via the Internal Revenue Code and ERISA, while helping them develop practical strategies to resolve their business issues.
Joshua regularly counsels clients regarding their pension, employee stock ownership plans (ESOPs), health and welfare plans, including representation relating to tax qualification of plans, fiduciary duty issues, Department of Labor and IRS audits, and IRS and Department of Labor Delinquent voluntary compliance programs. He also provides guidance to tax-exempt clients on all issues from creating a tax-exempt organization to dissolving one, including private foundation status; reporting and disclosure; unrelated business income tax; and non-profit corporate law compliance. He has provided guidance to corporations regarding employee benefit issues relating to corporate acquisitions, including representations and warranties of stock purchase agreements and due diligence relating to possible employee benefit plan liabilities. He also assists corporate clients with executive compensation matters and non-qualified deferred compensation plans, including incentive and non-statutory stock option agreements, stock appreciation rights, phantom stock arrangements; 457(f) deferred compensation plans; employment agreements; and severance arrangements. |
PROFESSIONAL AND COMMUNITY ACTIVITIES
- American Bar Association, Taxation Section, Health Law Section and Employee Benefits Committee
- State Bar of Texas, Health Law Section
- New Mexico Bar Association
- San Antonio Bar Association
- San Antonio Estate Planners Council
- San Antonio Employee Benefits Forum
- San Antonio Young Lawyers Association
- Southwest Benefits Association
- Worldwide Employee Benefit Plan Network
- ESOP Association
- Board Member, Southwest Chapter, ESOP Association
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PROFESSIONAL RECOGNITION
- Martindale-Hubbell® AV® PreeminentTM Peer Review Rating
- Selected for inclusion in The Best Lawyers In America®, 2006-2012
- Scene in SA, "San Antonio’s Best Lawyers," 2008 and 2011
- San Antonio Business Journal, "40 Under 40 Rising Stars," 2008
- Selected for inclusion as a "Texas Rising Star," Law and Politics Magazine, 2005
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| Education - University of Florida College of Law, LL.M., Taxation, 1998
- University of New Mexico School of Law, J.D., 1997
- Lewis & Clark College, B.A., Philosophy, 1991
Admitted to Practice - Texas, 1999
- New Mexico, 1997
- United States Tax Court
- United States Court of Appeals Fifth Circuit
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