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Description: This CLE course will provide employment counsel and tax advisers guidance for structuring complex settlements and complying with complex tax reporting and withholding requirements applicable to employment claims and related attorneys fees.
I will discuss best practices for employers and attorneys to structure settlements, maximize tax benefits, and avoid penalties when allocating settlement proceeds. I will also discuss the tax information reporting requirements for payments to claimants and their counsel as well as the tax implications of plaintiff requests in settlement agreements.
Presenter Bios
Julian A. Fortuna is a partner in Greenspoon Marder’s Corporate & Business practice group. With over 30 years of legal experience, Mr. Fortuna concentrates his practice on domestic and international tax, business and estate planning, employee benefits, and executive compensation matters. He has substantial experience representing clients in the entertainment, higher education, clean energy, health care, hospitality, non-profit, manufacturing, retail, and real estate industries.
Mr. Fortuna is well-versed in representing business entities, owners and executives, fiduciaries and beneficiaries of trusts and estates, and non-profit entities regarding all types of federal and state income, estate, and gift taxes. As a seasoned attorney in tax controversies, Mr. Fortuna regularly represents taxpayers in civil and criminal tax audits, investigations, and administrative appeals before the Internal Revenue Service (IRS) and various state, local and foreign taxing authorities and in tax litigation before federal and state courts and tax tribunals.
Before joining Greenspoon Marder, Mr. Fortuna was a partner at a midsized business law firm in Atlanta, where he lead the tax practice representing clients in domestic and international tax planning and tax controversy matters. Prior to entering private practice, Mr. Fortuna was vice president and general tax counsel for InterContinental Hotels Group PLC (IHG), where he was responsible for structuring the international, federal, state, and local tax impacts of mergers, acquisitions, dispositions, and other corporate transactions, as well as construction projects, leases, exchanges, and other real and personal property transactions. He also directed tax research and planning for cross-border financing, captive insurance, and the worldwide use of trade names and other intangible assets.
In his role, Mr. Fortuna represented IHG before the IRS and various other tax authorities on audits, appeals, and ruling requests and pursued tax regulatory and legislative changes for the benefit of IHG with U.S. Treasury and congressional personnel in Washington. Additionally, Mr. Fortuna spent 11 years in the Tax Department at Deloitte and Touche, where he served a variety of corporate and individual clients, and before that, he served four years in the U.S. Treasury Department at the Office of the Chief Counsel for the IRS, where he was responsible for litigation in the U.S. Tax Court.
| Practice Areas: | | Employee Benefits & Compensation, Employment Law, Tax Law | | Online Media Type: | | Video | | Production Date: | | 09/09/2022 | | Level: | | Intermediate | | Category: | | Standard | | Duration: | | 0 Hours, 52 Minutes | | Online Format: | | On Demand | | Course Type: | | Public |
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Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.
If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.
West LegalEdcenter will not provide accreditation for states not listed.
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This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.
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| • | Julian Fortuna - Greenspoon Marder LLP |
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