The PowerPoint presentation, audio file and transcript are now available for members to download.
Jason Bortz, Partner at Davis & Harman, addressed the outlook for public policy and regulation in 2010 and what it may mean for mutual fund companies. The presentation was held on Thursday, February 18 at 1:00 pm EST.
.jpg) Jason K. Bortz, Partner —
Davis & Harman LLP
Jason Bortz is a partner in the law firm of Davis & Harman LLP concentrating on employee benefits matters. Jason advises clients on tax, ERISA and other aspects of tax-favored retirement plans and executive compensation arrangements. His primary focus is on traditional and hybrid defined benefit plans, 401(k) plans, 403(b) programs, 457 plans, IRAs, nonqualified deferred compensation arrangements and retiree health benefits. He represents a diverse group of clients, including corporate employers, taxexempt organizations, plan service providers, financial institutions and trade associations.
Jason has extensive experience representing clients before the Internal Revenue Service and the Department of Labor. He has worked on ruling requests, advisory opinions, prohibited transaction exemptions and controversy matters. Jason has also written numerous comment letters on regulatory matters, has authored a number of amicus curiae briefs on employee benefits matters in the federal courts of appeal and has testified on behalf of clients at hearings before the Internal Revenue Service and the Department of Labor.
Prior to joining Davis and Harman LLP, Jason was a member of the Washington, D.C. tax firm of Caplin and Drysdale, Chartered. Before that, he was a law clerk to Judge Loken on the U.S. Court of Appeals for the Eighth Circuit. Jason holds a BA from Hamilton College and a JD from Cornell Law School, where he was a member of the Order of the Coif and an editor of the Cornell Law Review. He is a member of the District of Columbia and New York bars.
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