Steve Kraus advises clients on a broad range of tax and ERISA matters relating to qualified and non-qualified retirement plans, IRAs and IRA annuities, health and other welfare benefit plans. He has extensive experience dealing with the fiduciary and prohibited transaction provisions of ERISA, including the newly issued Labor Department “investment advice” regulation and accompanying exemptions.
He also advises life insurance company clients on the tax qualification of annuities and life insurance contracts. He has experience dealing with the issues surrounding synthetic annuities, including securing private letter rulings for clients; advising clients with regard to issues surrounding Bank-Owned Life Insurance; and advising clients regarding mutual fund taxation issues.
Steve has represented clients on numerous matters before both the Internal Revenue Service and the Department of Labor. He was chief counsel, Retirement Security for the American Council of Life Insurers, where he worked for 25 years.
- Georgetown University (LL.M., Taxation)
- George Washington University Law School (J.D.)
- Order of the Coif
- Brooklyn College (B.S.)
Professional & Community Involvement:
- Member, American Bar Association
- Member, Association of Life Insurance Counsel
- Member, District of Columbia Bar Association
- Member, Board of Advisers, BNA Pension & Benefits Reporter
Rate : $$$$