Dealing with IRS Exams and DOL Investigations

Date: Friday, March 16
Little America

W. Waldan Lloyd is a frequent speaker and presenter at ABA Tax Section programs on employee benefits issues, as well as programs presented by the American Law Institute – Continuing Legal Education, the ABA Joint Committee on Employee Benefits, the Western Pension & Benefits Conference, and other groups.
 
Mr. Lloyd received his law degree from the University of Utah in 1974. He is admitted to practice before the Utah state and federal courts, the United States Tax Court and the Tenth and Eleventh Circuit Courts of Appeals. He is a member of the Utah State Bar Association, the American Bar Association, the Utah State Bar Tax Section, the American Bar Association Sections on Taxation, Labor and Employment, and the ABA Taxation Section Employee Benefits Committee. He is a Charter Fellow of the American College of Employee Benefits Counsel and a current member of the ACEBC Long-Range Planning Committee.
 
He currently is immediate past chair of the Employee Benefits Committee of the ABA Section of Taxation, as well as past-chairman of the ESOP Subcommittee and the former co-chair of the Subcommittee on Fiduciary Responsibility and Litigation of the Employee Benefits Committee of the ABA Section of Taxation. He is a former member of the Joint Committee on Employee Benefits (JCEB) for the American Bar Association. He is a past director and president and a current steering committee member of the Western Pension and Benefits Conference (WP&BC), Salt Lake Chapter, a past member of the WP&BC Joint Program Committee, and was a co chair for the W&BC 2002 annual meeting. He was a six year member of the EP:EO Council for the Dallas Key District of the Internal Revenue Service and chaired the Council for two years. In addition, he chaired the TE/GE Council for the Central Mountain Area of the Internal Revenue Service. He is a charter member and a past chair of the Pacific Coast Area TE/GE Council.
 
Mr. Lloyd is a shareholder in the firm of Durham Jones & Pinegar in Salt Lake City, Utah