The Internal Revenue Service has selected four new members of its Advisory Committee on Tax-Exempt and Government Entities for the term starting in 2010 and ending in 2012.

The ACT is a formal body consisting of external stakeholders who represent employee retirement plans, tax-exempt organizations, tax-exempt bonds, and federal, state, local and Indian tribal governments.

“ACT members provide valuable feedback and insight on a wide variety of issues related to tax-exempt organizations and governmental entities,” said IRS Commissioner Doug Shulman in a statement.

ACT members generally serve a two-year term with a possible one-year extension. The four new participants will join 17 returning members in 2010.

The new members are:


Employee Plans

David N. Levine, Washington, D.C. Levine is a principal at Groom Law Group Chartered, where he provides advice about employee benefit plans to tax-exempt, for-profit and governmental entities. Levine also advises plan sponsors and service providers on technical plan design and other issues. He has served as the vice chair of the Legislative Subcommittee of the American Bar Association Tax Section’s Employee Benefits Committee.

Adam C. Pozek, Reading, Mass. Pozek is vice president of consulting services for Sentinel Benefits & Financial Group. He gives technical advice on defined-contribution and defined-benefits plans, including providing assistance with plan design, due diligence in merger and acquisition transactions, and corrections under several voluntary correction programs operated by the IRS. Pozek is active in the American Society of Pension Professionals and Actuaries, where he serves on the board of directors.

Exempt Organizations

Karen A. Gries, Minneapolis. Gries is a principal with accounting firm LarsonAllen LLP. She serves a wide variety of tax-exempt organizations, including charities, social welfare organizations, business leagues and associations, credit unions, health care providers, and religious organizations. Gries provides a broad range of services, including planning and reporting of unrelated business income, intermediate-sanction analysis and application, and corporate compliance review. 

Celia Roady, Washington, D.C. Roady is a partner in Morgan Lewis & Bockius LLP, where she works on a wide range of issues affecting public charities, private foundations and other categories of tax-exempt organizations. Among other entities, she represents colleges and universities, museums, private and operating foundations, scholarship organizations, and disaster relief organizations.

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