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Overview

In addition to his employee benefits practice, Zach also focuses his practice on general corporate and mergers and acquisitions matters, including employee stock ownership plan (ESOP) transactions. He has counseled clients on compliance issues and proper operation of businesses, as well as researched complex tax issues in conjunction with corporate mergers. He also has provided guidance with respect to the Department of Labor’s "Fiduciary Rule."

Prior to joining Calfee, Zach was an associate in the business group of a Cleveland-based law firm.

Outside of the office, Zach is actively engaged in the Cleveland community, particularly in his Detroit-Shoreway neighborhood.

He earned his J.D., magna cum laude, from Case Western Reserve University School of Law in 2016 and his B.A., magna cum laude, from Cleveland State University in 2013. He is licensed to practice law in Ohio.

Education

J.D., magna cum laude, Case Western Reserve School of Law, 2016

B.A. magna cum laude, Cleveland State University, 2013

Experience

Experience

Mergers and Acquisitions

  • Providing advice to employers with respect to their benefits plans in connection with mergers and acquisitions.
  • Providing executive compensation counsel in connection with mergers and acquisitions.

Qualified Retirement Plans

  • Preparing qualified plan restatement submissions, including multiple ESOP restatements.
  • Preparing EPCRS and VFCP filings to correct qualified plan failures.
  • Drafting compliance documentation for qualified plans, including summary plan descriptions, summaries of material modifications, and Section 10(a) prospectuses.

Non-Qualified Plans

  • Drafting non-qualified compensation documents, including plans and award agreements.
  • Providing guidance to clients with respect to 409A, 280G, and other tax rules related to non-qualified compensation.

Welfare Benefit Plans

  • Assisting in the drafting and implementation of welfare programs to ensure compliance with ERISA, COBRA, and HIPAA requirements.
  • Analyzing welfare plans’ compliance with the EEOC’s wellness program discrimination rules, including HIPAA, GINA, and ADA requirements.
  • Assisting clients in complying with the Affordable Care Act rules and requirements.

Litigation

  • Assisted in ERISA litigation matters, including benefit claims disputes and ESOP dispute.

Professional & Community

Professional & Community

  • Downtown Cleveland Alliance, City Advocate

News & Events

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Licensed In

  • Ohio
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