DAVID A. GUADAGNOLI
dguadagnoli@zag-sw.com

David A. Guadagnoli is a tax partner in the Boston office of ZAG/S&W. He concentrates his practice in the employee benefits area and is experienced in the design, implementation, and administration of welfare and fringe benefit arrangements and qualified retirement plans (including 401(k) plans and ESOPs) for large and small employers, retirement distribution planning for individuals, and the design and implementation of nonqualified deferred compensation and equity compensation arrangements for public and private employers. Mr. Guadagnoli has extensive practical experience with nondiscrimination testing issues, plan recordkeeping and conversion issues, IRS and DOL audits, and the use of ESOPs as a succession planning tool.

·Massachusetts, 1988

·"Code Section 457A Requires Immediate Attention by Certain Sponsors of Nonqualified Deferred Compensation Arrangements," Practical U.S./International Tax Strategies (June 2009)

·S&W Newsletters, client advisories and email Benefits Briefs

·Massachusetts Super Lawyers (2006-2009)

·Chambers USA, Leading Lawyer in Employee Benefits & Executive Compensation (2009 and 2010)

·Fiduciary Issues in a Troubled Economy

·How to Fix a Broken Plan

·Plan Terminations: Case Studies and Real World Examples

·Update on DOL Initiatives and Enforcement Program

·Form 5500...And Beyond!

·Defined Contribution Retirement Plans: Fiduciary Duties and Risks

·Retirement Plan Compliance Testing: What Every Benefits Professional Needs to Know

·Maximize Your Employee Benefits

·Battle on the ESOP Oceans - In the Crossfire

·Maximizing the Value of Your ESOP in Challenging Times

·ESOP Distributions for ESOP Participants

·Fiduciary Issues Workshop

·Legal Duties of the HR Staff in an ESOP Company

·Legal and Regulatory Updates

·Use of ESOPs as a Succession Planning Tool

·HIPAA Privacy Rules

·American and Boston Bar Associations

·National Association of Stock Plan Professionals

·New England Employee Benefits Council

· National Center for Employee Ownership

·The ESOP Association (New England Chapter Executive Committee)

·Served on the Board of a taxable mid-sized company prior to sale to a strategic buyer

·   Citizens' Scholarship Foundation of Mansfield, Inc.

·   College Bound Dorchester (formerly known as Federated Dorchester Neighborhood Houses, Inc.)

·   Neighborhood House Charter School

·Finance Committee, St. Mary's Catholic School, Mansfield, MA

·International Association of Privacy Professionals (IAPP)

·LL.M., Taxation, Boston University School of Law, 1992

·J.D., cum laude, Boston University School of Law, 1988

·M.B.A, cum laude, Boston University, 1989

·B.A., George Washington University, 1985