Waverly Tax Lawyers
Tax
I am an attorney and shareholder at Carlton Fields, a national law firm that provides innovative and strategic solutions to clients in the financial services industry. I have experience advising clients on complex issues involving the creation, marketing and operation of retirement products, platforms and service providers. My main areas of focus include the Employee Retirement Income Securities Act (ERISA), ERISA's fiduciary provisions, the Internal Revenue code, regulation of IRAs and other employee benefit plans. My clients for the last decade have been platform providers, trust banks, RIAs, Broker Dealers, Third Party Administrators, and insurance companies. I hold...
Tax and Immigration
Tax, Bankruptcy and Business
Tax, Bankruptcy and Consumer
Tax, Business, Employment and Real Estate
Tax and Business
Tax, Appeals, Arbitration & Mediation and Business
Tax, Bankruptcy, Business and Real Estate
Tax and Real Estate
Tax and Bankruptcy
Tax, Bankruptcy, Business and Consumer
Tax and Arbitration & Mediation
Tax Attorneys in Nearby CitiesTax Attorneys in Nearby Counties
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