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Nancy Hilu

Nancy Hilu

Partner

Expertise

  • Employee Benefits
  • Tax
  • Corporate

WSG Practice Industries

Activity


California, U.S.A.

Profile

Nancy counsels governmental entities, tax-exempt organizations, as well as private and public companies on all aspects of employee benefits.

Nancy advises clients on the design, implementation, and continued legal and regulatory compliance of their retirement plans, including defined benefit, 401(k), 457(b), and 403(b) plans. She represents plans and other fiduciaries in the preparation of plan documents, amendments, policies and other participant communications. Nancy has substantial experience representing clients during IRS employment tax and retirement plan audits and examinations and advising on tax reporting matters. She also works with plan sponsors and third party providers to resolve benefit plan compliance issues and in preparing submissions under the IRS and DOL correction programs

In the executive compensation arena, Nancy has also provided guidance on matters concerning employment and severance agreements and nonqualified deferred compensation arrangements (including compliance with Sections 409A and 457(f)).

Prior to joining the firm, Nancy was with a global leader in assurance, tax, transaction and advisory services where she, among other things, conducted compliance reviews to identify operational and process gaps that could cause legal issues.

Bar Admissions

  • California

Education

LL.M., Tax, University of Washington School of Law (2004)
J.D., University of Virginia School of Law (2003)
B.A., cum laude, University of California, Los Angeles (1998)
Areas of Practice

Corporate | Employee Benefits | Tax

Professional Career

Professional Associations

  • State Bar of California, Tax Section
  • National Association of Government Defined Contribution Administrators (NAGDCA)
Articles

New Payroll Tax Credit Available in 2021 for Public Colleges, Universities and Governmental Healthcare Entities – Q&A
, January 2021

Key Points Effective January 1, 2021, public colleges, universities, and governmental entities whose primary purpose is providing medical or hospital care are eligible for the employee retention and rehiring tax credit. The amount of the credit is equal to 70 percent of up to $10,000 in eligible wages per employee per quarter for the first two quarters of 2021. The tax credit is claimed as an offset to employment taxes otherwise payable by the employer...

New Payroll Tax Credit Available in 2021 for Public Colleges, Universities and Governmental Healthcare Entities – Q&A
Hanson Bridgett LLP, January 2021

Key Points Effective January 1, 2021, public colleges, universities, and governmental entities whose primary purpose is providing medical or hospital care are eligible for the employee retention and rehiring tax credit. The amount of the credit is equal to 70 percent of up to $10,000 in eligible wages per employee per quarter for the first two quarters of 2021. The tax credit is claimed as an offset to employment taxes otherwise payable by the employer...

Additional Articles

"New Payroll Tax Credit Available in 2021 for Public Colleges, Universities and Governmental Healthcare Entities – Q&A," co-author, Employee Benefits Law Alert (January 2021)
"IRS Finalizes Default Withholding Rules for Periodic Retirement and Annuity Payments," co-author, Employee Benefits Law Alert (October 2020)
"IRS Issues Last-Minute Guidance on Deferral of Employees' Social Security Withholding," co-author, Employee Benefits Law Alert (August 2020)
"What Employers Should Know About California's Proposed Worker Classification Bill," co-author, BenefitsPRO (August 2019)
"IRS Issues Proposed Regulations to Relax 401(k) Plan Hardship Distribution Rules," co-author, Employee Benefits Alert (December 2018)
"Courts Split On Pension Vested Rights Analysis," co-author, Employee Benefits Alert (March 2018)

"IRS Issues 2018 Limits for Retirement Plans," co-author, Employee Benefits Alert (October 2017)


“Cybersecurity: Are Public Defined Contribution Plans at Risk?” co-author, NAGDCA Publications Committee (June 2017)


"IRS Releases Updated Employment Tax Examination and Appeals Rights Publication," co-author, Employee Benefits Alert (May 2017)
"IRS Issues 2017 Limits for Retirement Plans," co-author, Employee Benefits Law Alert (October 2016)


WSG's members are independent firms and are not affiliated in the joint practice of professional services. Each member exercises its own individual judgments on all client matters.

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