Fred J. Diss – Shareholder

Fred J. Diss provides tax and business advice and planning for medical practices and other closely held businesses, qualified retirement plan design and compliance, compensation and employee benefit planning, and estate planning. His articles and speaking materials have been published by the Bureau of National Affairs, American Bar Association, Colorado Bar Association, University of Denver College of Law and Graduate Tax Program, American Institute of CPAs and Colorado Society of CPAs.

Areas of Practice

• Tax and business planning for professional service providers and other closely held businesses
  • Corporate, Partnership and LLC Operating Agreements
  • Tax Planning and Entity Formation
  • Executive Compensation
  • Employee Benefits
  • Business Succession Planning
  • Mergers, Acquisitions & Dispositions
• Representation of Medical Practices and other Professional Service Providers
  • Medical, Dental, Engineering, Architecture and Accounting Practices
  • Practice Formation, Operation and Governance
  • Physician-Hospital Joint Ventures
  • Practice Mergers, Acquisitions & Dispositions
  • Employment, Non-compete and Confidentiality Agreements
  • Employee Retirement and Fringe Benefits
• Qualified Retirement Plan Design and Operation
  • Profit-sharing, 401(k) and Cross-tested Plans
  • S Corporation ESOPs
  • Defined Benefit and Cash Balance Plans
  • Advise on Plan Administration and Compliance
  • Funding Planning and Measurement
• Estate Planning
  • Wills and Trusts
  • Lifetime Gifting Strategies
  • Estate Planning for IRAs and Qualified Plans
  • Retirement Funding Strategies
  • Family Partnerships
  • Family Business Succession Planning

Bar Admissions

• Colorado
• U.S. District Court District of Colorado
• U.S. Court of Appeals 10th Circuit
• U.S. Tax Court

Education

• University of Denver College of Law – 1986
  J.D.
• Regis University – 1983
  B.S. – Accounting and Business Administration

Published Works

• The Colorado Lawyer
• The Annual Survey of Colorado Law
• BNA Tax Management
• BNA Compensation Planning Journal

Selected Speaking Engagements

• CPE4U f/k/a University of Denver Graduate Tax Program Continuing Professional Education: Annual seminars on S Corporations, Tax Planning for LLCs, and Business Succession and Estate Planning for Closely Held Businesses
• State CPA Societies: Annual Seminars on Pension and Profit-Sharing Tax Planning, and Fringe Benefits and Executive Compensation for Colorado Society of CPAs, including CPE programs in Colorado, Washington, Idaho, Arizona, South Dakota, Minnesota, Iowa and Missouri
• American Bar Association Tax Section: National Conference presentations on S Corporation ESOPs and Estate Planning Challenges for Pass Thru Entities
• American Institute of CPAs: National Conference Presentation on Estate Planning for Professionals
• Colorado Bar Association: Presentations on Income and Estate Tax Planning for IRAs and Retirement Plan Benefits and Taxation of Medical Benefits
• University of Denver College of Law: Guest Lecturer on Taxation, Employee Benefits, Corporations and Unincorporated Associations

Professional Associations and Memberships

• American Bar Association
• Colorado Bar Association
• Denver Bar Association
• American Institute of Certified Public Accountants
• Certified Public Accountant (Inactive), Colorado

Recognitions/Positions Held

• Best Lawyers in America in Taxation, Healthcare and Employee Benefits
• Colorado Bar Association Board of Governors
• Colorado Bar Association, Chair of Taxation Law Section
• Martindale Hubbell Rating, 5 out of 5