IRS Names New Members to the Advisory Committee on Tax Exempt and Government Entities

WASHINGTON – The Internal Revenue Service today announced the selection of four new members to the Advisory Committee on Tax Exempt and Government Entities (ACT) for the term starting in 2010 and ending in 2012.
The ACT is a formal body consisting of external stakeholders who represent employee retirement plans, tax-exempt organizations, tax-exempt bonds and federal, state, local and Indian tribal governments.

“ACT members provide valuable feedback and insight on a wide variety of issues related to tax-exempt organizations and governmental entities,” said IRS Commissioner Doug Shulman.

ACT members generally serve a two-year term with a possible one-year extension. The four new participants will join 17 returning members in 2010.

The new members are:

Employee Plans

David N. Levine, Washington, D.C. Levine is a principal at Groom Law Group, Chartered, where he provides advice about employee benefit plans to tax-exempt, for-profit and governmental entities. Levine also advises plan sponsors and service providers on technical plan design and other issues. He has served as the Vice Chair of the Legislative Subcommittee of the American Bar Association Tax Section’s Employee Benefits Committee. Levine received a J.D. from the University of Pennsylvania Law School.

Adam C. Pozek, Reading, Mass. Pozek is Vice President, Consulting Services, for Sentinel Benefits & Financial Group. He gives technical advice on defined contribution and defined benefits plans, including providing assistance with plan design, due diligence in merger and acquisition transactions and corrections under several voluntary correction programs operated by the IRS. Pozek is active in the American Society of Pension Professionals and Actuaries, where he serves on the board of directors. Pozek studied accounting and finance at Georgia State University and holds professional credentials from the American Society of Pension Professionals and Actuaries, including Qualified Pension Administrator and Qualified Plan Financial Consultant.

Exempt Organizations

Karen A. Gries, Minneapolis, Minn. Gries is a principal with LarsonAllen LLP. She serves a wide variety of tax-exempt organizations, including charities, social welfare organizations, business leagues and associations, credit unions, health care providers and religious organizations. Gries provides a broad range of services, including planning and reporting of unrelated business income, intermediate-sanction analysis and application and corporate compliance review. Gries is a graduate of Nettleton College in South Dakota.

Celia Roady, Washington, D.C. Roady is a partner in Morgan Lewis & Bockius, LLP, where she works on a wide range of issues affecting public charities, private foundations and other categories of tax-exempt organizations. Among other entities, she represents colleges and universities, museums, private and operating foundations, scholarship organizations and disaster relief organizations. Roady received her J.D. from the Duke University School of Law and her LL.M. from the Georgetown University Law Center.