Rita Patel advises clients on employee benefits, executive compensation and business tax matters.

Rita's experience includes designing and analyzing a broad range of qualified and nonqualified retirement and deferred compensation plans for public and private companies and tax-exempt entities. She has considerable experience advising clients in the correction of plan failures under IRS and Department of Labor correction programs. In addition, Rita provides guidance regarding welfare plans, including multiple employer welfare arrangements. Her broad practice also covers the design and administration of stock option, stock purchase and restricted stock agreements and counseling regarding securities laws as they relate to such equity-based arrangements.

Related to Rita's benefits practice, she represents tax-exempt entities including public charities, private foundations, social welfare organizations and trade associations in all types of tax matters. She has experience on various tax-exempt matters, including the application of the private foundation excise taxes and the limitations on political activities, UBIT issues, intermediate sanctions, public disclosure requirements, and private inurement and private benefit issues