Adam R. Watowicz

Associate

Adam’s practice focuses on taxation, employee benefits, and executive compensation. He advises clients operating in a broad range of industries on federal, state, and local taxation issues that arise during business and real estate transactions. Adam has experience representing clients before the U.S. Department of Labor and Internal Revenue Service. In every project and transaction, Adam takes a business-oriented approach that keeps his clients’ strategic goals squarely in focus. From structuring business acquisitions and dispositions to navigating complex real estate transactions, Adam’s experience allows him to find practical solutions that help clients achieve their goals.

 

Education & Admissions

Education

  • The Ohio State University Moritz College of Law

    (J.D., 2012)

  • Miami University

    (B.A., 2008)

Admissions

  • State of Ohio
  • U.S. Tax Court

Experience

  • Expertise in the area of Qualified Opportunity Zones.
  • Advised a client on an investment made into a Qualified Opportunity Fund.
  • Provides counsel to clients with historic tax credit transactions.
  • Advised multiple publicly traded companies on employee benefits matters.
  • Structures and drafts documents in order to complete tax deferred Code Section “like-kind” exchanges of various types of real property.
  • Represents clients in Internal Revenue Service and state tax disputes and collection matters.
  • Advise clients regarding maintenance and compliance of qualified retirement plans, executive compensation, and health and welfare plans.
  • Assists in representing clients before the U.S. Department of Labor and Internal Revenue Service, including prohibited transactions, determination letters, and plan audits.
  • Correction of operational, plan document, and non-amender failures under the IRS EPCRS Program.
  • Experienced with qualified and non-qualified retirement plans, including IRC Section 401(a), 403(b), 415(m), 457(b), deferred compensation, and executive compensation for public companies.
  • Provided legal advice to the Ohio State University Office of Legal Affairs clients regarding taxation and employee benefits issues.

Publications & Presentations

Client Alerts

Presentations

  • “Qualified Opportunity Zones: Too Good to Be True?” Moderator, Ulmer Seminar (December 2018)
  • “Planning in the Digital Age,” Ulmer Tax Seminar Series II (August 2018)
  • “Choice of Entity After Tax Reform – Understanding the Stakes,” Ulmer Tax Seminar Series I (July 2018)
  • “Understanding and Complying with the New Final EEOC Wellness Program Regulations,” Webinar, Ohio Chamber of Commerce HR Academy (August 2016)

Involvement

PROFESSIONAL AFFILIATIONS

  • American Bar Association – Taxation Section (Member)
  • Tax Club of Cleveland (Member)

COMMUNITY INVOLVEMENT

  • The Littlest Heroes (Board Member)