About the Goldzweig Law Firm

About Goldzweig Law Firm

We are a specialized law practice dedicated exclusively to counseling clients on the full spectrum of Employee Benefits, Retirement Plans, and the Related Tax Law.    We understand that navigating the intersection of ERISA,  the Internal Revenue Code, Federal and State laws and regulatory compliance is challenging.

We concentrate on the needs of small and midsize companies as well as individuals of all ages and income levels.  

Our Specialization: ERISA and Tax Law

Our firm is focused entirely on these core areas:

• ERISA Compliance: We guide clients through the Employee Retirement Income Security Act (ERISA), advising on Title I (fiduciary duties) and Title II (tax qualification).  

• Retirement Plans: We provide end-to-end legal support for qualified defined contribution plans including 401(k) plans,  SIMPLE ROTH AND SIMPLE IRA plans, SEP ROTH and SEP IRA plans. This includes drafting, amending, and submitting plans to the IRS.

• Benefits & Healthcare: We advise on health and welfare benefit plans, including compliance with laws such as COBRA, HIPAA, and the Affordable Care Act (ACA).

• IRS and DOL Matters: We represent clients in audit and enforcement proceedings before the Internal Revenue Service (IRS) and the Department of Labor (DOL), securing favorable closing agreements and correcting operational failures.

Our Commitment

We believe that exceptional benefits tax counsel should be clear, strategic, and practical.  Our mission is to partner with employers, plan sponsors, fiduciaries, and their employees to minimize legal exposure, maximize tax advantages, and provide peace of mind in a regulatory landscape that is constantly evolving.  We believe that every business without regard to size and every individual without regard to age or income level deserves exceptional counsel to ensure maximizing available federal and state tax credits and benefits for retirement savings.

We look forward to discussing how our specialized expertise can help secure the future of your benefit plans.