About

Provided by Benjamin L Grosz

USA

Practice Areas

Ben advises clients on a broad range of employee benefits, federal tax, fiduciary, planning and controversy matters.

Ben’s employee benefits practice consists of advising employers on a wide range of issues, including: ERISA; health, welfare and retirement plans; compliance with state and federal laws and regulations; and executive compensation. In particular, he regularly advises plan committees, providing legal updates and fiduciary training. He recently advised a Fortune 500 public company on a large ($1 billion) annuity lift-out from a pension plan.

In addition, Ben has assisted clients in structuring settlements, asset sales, reorgs, and charitable donations. He has experience drafting estate planning documents, administering estates, and with probate matters. He also has advised boards of directors and the management of nonprofits. In addition to being a counselor to nonprofits, he has also served as an officer and/or director for tax-exempt organizations.

Before law school, Ben was a business manager at Capital One, where he developed strategy and analysis for its credit card and banking businesses.

Professional Memberships

D.C. Bar Association, Tax Section

American Bar Association, Section of Taxation, Business Law

Vice-Chair of Tax Section’s Closely-Held Business Committee

Virginia Bar Association

Publications

"The Case for Custom Target-Date Funds" | August 14, 2017

Deductibility of Charitable Contributions | November 2010

Education

University of Virginia

B.A.

2003

Georgetown University

Exec. Cert., Financial Planning

2008

University of Virginia School of Law

2011

Awards

Trailblazer Award

D.C. Bar Communities

2022

Loeb Award for Pro Bono Excellence (Nominee/Finalist)

WALA

2022

Expert in these Jurisdictions

District of Columbia

New Jersey

Virginia

U.S. Tax Court

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Key Sectors

Provided by Ivins, Phillips & Barker

Business and Professional Services