Dan Morgan has spent his career representing a wide range of public and private companies and nonprofit organizations, as well as senior executives of those companies and organizations.
The broad scope of Dan’s practice enables him to solve complex problems, often working with other attorneys with a variety of legal specialties. Many of his representations involve matters that are the subject of media coverage.
Dan has focused his representation in the following areas:
- He regularly advises Boards of Directors (and Board committees), chief executive officers, and other senior executives on the negotiation of employment agreements, deferred compensation agreements, and separation and release agreements, with an eye toward compliance with the tax rules applicable to such agreements. His representation of companies and executives often involves investigations of claims and advice about governance and decision making.
- He has worked extensively with nonprofit and tax-exempt organizations and has significant experience with the tax and governance concerns unique to such organizations and their executives.
- Dan advises employers regarding the design, establishment, and termination of all types of retirement and other employee benefit plans, and various types of equity and other compensation arrangements. His advice includes how to comply with the complex legal requirements applicable to such plans and arrangements, as well as related business and incentive planning.
- He represents employers and fiduciaries in connection with negotiating and resolving Internal Revenue Service and Department of Labor audits and investigations involving retirement plans and other employee benefits. He has made numerous filings under the Internal Revenue Service’s voluntary correction program for retirement plans.
- Dan provides advice as to the formation and structuring of businesses, including the preparation of shareholder, partnership, and limited liability company agreements and advice about governance and ownership structures.
In the course of providing transactional, employment, and compensation advice to businesses and executives, Dan has worked with software and other technology companies; media and news publishing companies; wholesalers and suppliers; manufacturing businesses; hauling companies; real estate leasing, construction, and sales companies; pharmaceutical companies; government contractors; financial services companies; private equity and other investment companies; public relations and lobbying firms; and consulting and professional services firms.
Dan began his career with the Chief Counsel’s Office in the National Office of the Internal Revenue Service in 1977.