Mr. Grosz is an associate with Ivins, Phillips & Barker, where he advises clients on a broad range of federal income, estate and gift tax planning matters, as well as employee benefits issues.
Ben has assisted clients in structuring settlements, asset sales, reorganizations, and charitable donations to satisfy client objectives. He also has experience drafting estate planning documents, administering estates, and with probate matters. His employee benefits practice consists of advising employers on a wide range of issues, including: ERISA; health, welfare and retirement plans; compliance with state and federal laws and regulations; and executive compensation.
Ben also has experience advising boards of directors and the management of nonprofit organizations and performs "legal health checkups" for tax exempt organizations. Besides being a counselor to nonprofits, he has also served as an officer and/or director for tax-exempt organizations.
Before law school, Ben started his own financial planning business. Prior to that he was a business manager at Capital One Financial Corporation, where he developed strategy and analysis for its credit card and banking businesses. His experiences in starting his own financial planning business and developing business strategy for Capital One help him understand the needs of clients ranging from entrepreneurs to large corporations.
Idealist of the Year, City Year DC (2008)
Volunteer of the Year, Capital One (2006)
D.C. Bar Association, Tax Section
American Bar Association, Section of Taxation
Virginia Bar Association
"Protecting Yourself from ERISA Fiduciary Liability," Tax Executives Institute, Cincinnati-Columbus Chapter, February 9-10, 2015. Presenters: Jodi H. Epstein and Benjamin L. Grosz
"Back to Basics: Powers of Appointment," D.C. Bar Taxation Section, Estate Planning Committee, January 22, 2013. Presenter: Benjamin L. Grosz
University of Virginia School of Law, 2011, J.D.
Georgetown University, 2008, Exec. Cert., Financial Planning
University of Virginia, 2003, B.A., magna cum laude
District of Columbia