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2016 Annual Briefing- Thomas I. Kramer (Intro)

Thomas I. Kramer CONTACT       Direct: 503.721.2655 Main: 503.248.1134 tkramer@bullardlaw.com VCard PDF Profile

Practice Areas

Education

Bar Admissions

Honors & Awards

Tom enjoys the complexity of representing employers, benefit plan consultants, and insurance and banking institutions regarding employee benefit plans. Tom works with clients to help them avoid pitfalls and arrive at what they find to be reasonable solutions. With over 30 years’ experience, Tom has a deep understanding of benefit plans and related tax rules. His practice covers both tax-qualified and nonqualified retirement plans, including pension, profit sharing and other deferred compensation plans, as well as health and welfare benefits. 

Tom’s services include plan drafting, problem solving, and representing clients in disputes with regulators, such as the Internal Revenue Service, U.S. Department of Labor, Oregon Insurance Division, or Oregon Bureau of Labor and Industries. Issues that Tom deals with include preserving the tax-qualified status of retirement plans, which may require correction of qualification defects, designing and documenting deferred compensation provisions of employment agreements and helping employers navigate their way through the requirements of health care reform.

Tom currently serves on the Board for a local non-profit, Neighborhood House. When Tom’s not in the office, he’s probably running, reading non-fiction, or attending plays with his wife Catherine. Look for Tom at the Hood-to-Coast Relay or the Oregon Shakespeare Festival.

 

 

2016

  • The Affordable Care Act - Delays and Clarifications - Bullard Alert, January 2016

2014

  • Health Care Reform - Many Modifications, Mostly Helpful – Bullard Alert, February 2014

2013

  • Taxes, Benefits and Same-Sex Marriage: Oregon Weighs In and the IRS Simplifies Employers’ Tax Refunds - Bullard Alert, October 2013
  • The Affordable Care Act's Nondiscrimination Rules: Advance Warning - Oregon Healthcare News, May 2013

2012

  • Must Employers Offer Health Plan Coverage? - Portland Business Journal: Ask the Expert, August 2012

2009

  • Ninth Circuit Rules San Francisco's "Pay or Play" Ordinance Not Preempted by ERISA - Bullard Alert, March 2009

2008

  • How Not to Get Madoffed - Workforce Management, December 2008

2017

  • 1095-C Reporting - PacificSource Health Plans Speaker Series, January 2017

2016

  • HR Tasks When an Employee Dies - Bullard Annual Labor and Employment Law Briefing, October 2016
  • Defined Contribution Medical Plans: The Good, The Bad, The Ugly - Bullard Public Sector Symposium, April 2016
  • Does Your Health Plan Meet Your Needs and the Government's Requirements? - Institute of Management Accountants, March 2016

2015

  • Affordable Health Care Act Update - Bullard Annual Labor and Employment Law Briefing, October 2015
  • Surviving the Challenges and Penalties of the Affordable Care Act - Oregon State Public Employer Labor Relations Association Annual Workshop, October 2015
  • Your ACA Report Card - OSHHRA, April 2015
  • Regulatory Updates: DC, DB and HW Plans - WPBC- Portland Chapter, March 2015
  • Healthcare Reform Myths Examined: Separating Truth from Legend and Planning Accordingly - Institute of Management Accountants, February 2015

2014

  • Selecting a Retirement Plan for Your Nonprofit - Oregon Society of CPAs, May 2014
  • Taxable Fringe Benefits and Nontaxable Fringe Benefits - 2014 OMFOA Spring Conference, March 2014
  • Play or Pay: Practical Ways to Implement Health Care Reform and Avoid Penalties - 2014 SDAO Conference, February 2014

2013

  • Affordable Health Care Act - Bullard Public Sector Symposium, April 2013
  • Healthcare Reform:  Preparing for 2014 - Oregon Society for Healthcare Human Resources Administration, March 2013 

2012

  • Healthcare Reform, What's Next? - Bureau of Labor and Industries, November 2012
  • New Worries about Old Benefits; Old Worries about New Benefits - Bullard Public Sector Symposium, July 2012

2011

  • Separation Agreements - Bullard Roundtable, April and March 2011

2010

  • Extension of COBRA Subsidy; Healthcare Reform; Employer Contributions to PERS; Deferred Compensation Plans - Bullard Public Sector Symposium, February 2010

2007

  • Section 125 Plans, Health Savings Account & Other Fringe Benefits - Oregon Society of CPAs, November 2007