Program Details
2026-09-30 13:00:00
Over 1,000+ webinars
Course Overview
2026-09-30 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 2:00 pm ESTMaps the portable benefits safe harbors in Utah, Tennessee, Alabama, and Georgia, then builds a jurisdiction-specific go/no-go framework for advising clients, structuring independent contractor agreements, and meeting each enacted state law’s statutory drafting requirements.
Matthew I. Whitehorn 2:10 pm - 3:10 pm ESTExamines the federal risks that remain once state safe harbors are satisfied: ERISA plan-status exposure, MEWA classification, and the IRC tax-exclusion gap, plus structural design principles, Form M-1 exposure, HSA workarounds, and pending federal legislation’s limits.
Matthew I. WhitehornMatthew I. Whitehorn is a Partner in Dilworth Paxson’s Tax Group, Chair of the firm’s Employee Benefits Group, Chair of its Pro Bono Committee, and a member of its Executive Committee. He has concentrated his practice on ERISA matters for more than 25 years, advising employers, plan sponsors, and fiduciaries on retirement, health and welfare, and deferred compensation arrangements. He served as the 2016-2017 Chair of the IRS Advisory Committee on Tax Exempt and Government Entities (ACT).
Matthew I. Whitehorn is a Partner in Dilworth Paxson’s Tax Group, Chair of the firm’s Employee Benefits Group, Chair of its Pro Bono Committee, and a member of its Executive Committee. He has concentrated his practice on ERISA matters for more than 25 years, advising employers, plan sponsors, and fiduciaries on retirement, health and welfare, and deferred compensation arrangements. He served as the 2016-2017 Chair of the IRS Advisory Committee on Tax Exempt and Government Entities (ACT).
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
