About

We focus exclusively on educating public agencies' on federal and state payroll obligations. Our team of professionals includes lawyers and CPAs specializing in tax, benefits, and employment laws affecting public agencies in California. We provide the resources your agency needs to comply with the ever-growing complexity of laws affecting your payroll obligations.

Our Expertise

Our team of professionals regularly advise public agencies on all aspects of relevant tax and employee benefit laws. Our advice spans the gambit of broad strategy advice taking into account potential risks and liabilities, to specialized advice concerning minutia of these laws.

Our Experience

Over the years, our speakers have collectively advised thousands of public agencies of all sizes. 

Conference

Meet Our Speakers

We’re proud to provide a platform for the most influential voices in the industry. Check out our roster of speakers for the upcoming seminar, and read through their bios to get a better sense of what you can expect from their sessions. If you’re interested in learning more, feel free to reach out.

 

Marcus Wu

Marcus Wu is a Partner at Pillsbury Winthrop Shaw Pittman, LLP and has extensive experience designing and implementing retirement and deferred compensation plans, including defined-benefit pension plans, 401(k), 403(b) and 457 plans. Marcus also advises employers on designing and implementing equity compensation programs, including omnibus equity-incentive plans, ESPPs, performance share plans, and others. He advises employers on establishing and administering health plans, section 125 cafeteria plans, and severance plans. Marcus is well versed in the federal and state laws governing employee benefit plans, including ERISA and the Internal Revenue Code.

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Stephanie Lowe

Stephanie Lowe is an Associate at Liebert Cassidy Whitmore. Stephanie provides representation and legal counsel to public entities and educational institutions in matters pertaining to employment law, labor law, and education.  Stephanie’s practice includes advising clients on employment policies and providing litigation and arbitration support in a multitude of employment-related matters, including hiring, discipline, discrimination, disability, harassment, and retaliation.  Stephanie has extensive experience advising employers throughout the state on the Affordable Care Act, California’s Paid Sick Leave law, California’s Kin Care Leave, Family and Medical Leave Act, and California Family Rights Act. Stephanie has an extensive wage and hour practice and litigates wage and hour disputes.

Stephanie graduated magna cum laude from the University of California, Los Angeles and received her J.D. from the University of California, Hastings College of the Law.  During law school, Stephanie was a Senior Articles Editor of the Hasting Women’s Law Journal and worked as a law clerk in Liebert Cassidy Whitmore’s San Francisco office.  She also studied abroad at Bucerius Law School in Hamburg, Germany.

Bill Morgan

Bill Morgan specializes in Education and Training on Accounting and Tax Issues of California Local Governments. He earned his Bachelor of Science in Accounting from the University of Southern California in 1968.

 

Now retired, Bill has decades of experience advising governmental agencies. After becoming a CPA in 1970, Bill served as Principal with White Nelson Diehl Evans LLP and worked with Arthur Young & Company (now Ernst & Young). Bill's practice encompassed a wide breadth of accounting and tax-related issues, including serving as Forensic Accountant specializing in expert witness testimony, litigation support, and fraud investigations. He is the original author of the Government Tax Manual and was the primary author on the 1990-2017 editions. Since 1990, Bill has presented at the annual Government Tax Seminars. 

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