Attorney Profile for  Jeffrey A. Perlmuter

Jeff Perlmuter’s practice extends to several different areas.  He has extensive experience in employee benefits and executive compensation.  He also has a significant practice in the estate planning and business succession planning fields.  Finally, he has guided many enterprises through all aspects of the business life cycle – from choice of business entity; to entity formation; to mergers, acquisitions and divestures.  His tax background brings an added perspective in all of these diverse areas.


Jeff began his career in the IRS’ National Office in Washington, DC.  He later became partner in a national accounting firm; and prior to joint Frantz Ward, headed up the employee benefits practice for a large Ohio law firm.


In the employee benefits field, he is involved in all aspects of the design, implementation, administration and termination of tax-qualified and nonqualified retirement plans, health and other welfare plans, and fringe benefit programs. He has counseled employers on compliance with the health care reform law and advised on meeting wellness program requirements. He also handles the ERISA-mandated arbitration of multiemployer plan controversies. In addition, Jeff has represented his clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guaranty Corporation, the federal agencies charged with benefit plan oversight responsibility.


Lectures:

    • "Nonqualified Deferred Compensations Plans and the Impact of Code Section 409A" - Ohio State University Creative Pension Conference, May 2006
    • "Executive Deferred Compensation: New Law Sets 2005 Deadline - Action Required Now" - Ohio CPA Society, Summer 2005
    • "Health Savings Accounts - A Revolution in Health Care Reimbursement Programs" - Summer 2005

    Phone: (216) 515-1654
    jperlmuter@frantzward.com

    Practice Areas:

    Practice Groups:

    Education:

    • J.D., American University
    • B.A., Tulane University
    • LL.M., Georgetown University

    Admissions:

    • Ohio State Bar

    Professional Associations:

    • American Bar Association
    • Ohio State Bar Association
    • Cleveland Metropolitan Bar Association

    Publications:

    • Rental of Banquet Rooms - Exempt from Ohio Sales Tax (But Food Sales, Etc. Are Not!), Winter 2006
    • IRS Extends Some of the New Deferred Compensation Deadlines, November 16, 2005
    • IRS Relaxes FSA "Use It or Lose It" Rule, Summer 2005
    • Law Affects Nonqualified Deferred Compensation Plans, January 21, 2005
    • New Plan Types Designed to Benefit Key Employees, February 20, 2004
    • IRS Issues Guidance on New Deferred Compensation Plans, Winter 2005