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insightCompanies with a history of consistent revenue growth and adjusted EBITDA make attractive acquisition targets for strategic and private equity buyers.
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insightPlan administrators should review actions to be taken before the end of 2020 and focus on what to expect for 2021. This checklist addresses plan amendments, notices and other considerations for qualified retirement plans, welfare plans, and stock-based and performance-based plans. A chart showing benefit and contribution limits for 2021 is included. Please click here to download a copy.
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insightDavid Lay, Cathy Zhang, Andrew White, Conrad Garcia and Adam Farnsworth represented COX Transportation Services in its recapitalization by Expedition Capital Partners, a private equity firm based in Chicago, IL.
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insightA team led by Greg Bishop and Forbes Thompson represented Northern Virginia Orthodontics in its sale to Smile Doctors, a portfolio company of Linden Capital Partners, a Chicago-based private equity firm focused on the healthcare industry.
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insightAuthor, Giving the Average Investor the Keys to the Kingdom, 15 J. BUS. & SEC. L. 1 (2016). Read the article here.
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insightContributor, ACTEC Fiduciary Litigation Committee Fiduciary Remedy and Damages Survey, American College of Trust and Estate Counsel (March 2018). Read the article here.
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insightCo-Author, The Simplicity Trap: Estate Tax Return Filing Requirements in the Context of Portability, Virginia State Bar Trusts and Estates Newsletter (June 2019). Read the article here.
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insightABA RPTE/Tax Section Joint Fall Meeting, Austin, Texas (September 2017) (speech) and Co-Author, Employment Cases and Planning Implications, ABA Tax Times (November 2017). Read the article here.
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insightOn Nov. 5, Kevin Pomfret was mentioned in an article from Trajectory that examines the effects of ethics and professionalism on the tracking of geographic information related to COVID-19.
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insightEstate planning attorney Kevin Bender penned an article titled, “Reimaging the GST Tax” that was published in the American Bar Association’s Real Property, Trust and Estate Law Section’s Probate & Property Magazine.