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Carol Victoria Calhoun

Carol Victoria Calhoun

Practice areas:

Employee Benefits, Insurance

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About Me






 


PROFESSIONAL EXPERIENCE

 







Attorney with over 30 years of employee benefits and insurance product taxation experience and expertise, primarily with a major international law firm where she was first an associate and then a partner. Author of Governmental Plans Answer Book. Served under two former Commissioners of Internal Revenue. Has an AV Preeminent rating (the highest possible) from the Martindale-Hubbell law directory.


 


Experience has involved:




  • Qualified retirement plans

  • Health and welfare arrangements





  • Executive compensation

  • Insurance and annuity products



 


Cutting edge legal work for


 







  • Major corporations

  • Collectively bargained plans (single employer and multiemployer)








 


EDUCATION

 







Georgetown University Law Center, Washington, D.C. JD 1980


 




  • Law Review: The Tax Lawyer





  • Dean’s list



 


The Johns Hopkins University, Baltimore, Maryland. BA 1976


 




  • ΠΣΑ (Pi Sigma Alpha) political
    science honor society





  • Dean’s list

  • Mayor’s Fellow



 


St. John’s College, Annapolis, Maryland, 1970 - 72







 


BAR MEMBERSHIPS

 







District of Columbia, 1980
Maryland, 2000
United States Tax Court, 1986







 


OTHER INFORMATION

 







Author of Governmental Plans Answer Book, Aspen Publishers, 2002; the Second Edition of the Governmental Plans Answer Book, 2007; and the annual supplements thereto.


Founder of Employee Benefits Legal Resource Site.


Frequent speaker and contributor of professional articles on employee benefits issues


Further information is available in the latest edition of Marquis Who’s Who in the World.

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Practice Areas

Licensed since 1980

  1. Employee Benefits: 90%
  2. Insurance: 10%

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Contact Info

Calhoun Law Group, P.C.

9112 Lindale Drive
Bethesda, MD, 20817-3441

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License

StateStatusAcquiredUpdated
MDActive200007/14/2015
DCActive 198005/24/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Work Experience

TitleCompany NameDuration
PresidentCalhoun Law Group, P.C.2000 - Present

Associations

Association NamePosition NameDuration
Maryland State Bar AssociationMember2000 - Present
American Bar association, Taxation Section, Employee Benefits Committee, Subcommittee on Governmental PlansChair1994 - 1995
American Bar association, Taxation Section, Employee Benefits Committee, Subcommittee on 403(b), 457 and Exempt Organization PlansChair1994 - 1994
American Bar Association, Taxation Section, Employee Benefits Committee, Government Submissions SubcommitteeCo-chair1989 - 1993
United States Tax CourtMember1986 - Present
American Bar association, Taxation Section, Employee Benefits Committee, Subcommittee on DistributionsChair1986 - 1989
District of Columbia Bar AssociationMember1980 - Present
National Association of Public Pension Plans, Federal Legislation/Tax SectionMemberN/A
National Association of Public Pension Plans, Benefits SectionMemberN/A
American College of Benefits CounselCharter FellowN/A
American Bar association, Taxation Section, Employee Benefits CommitteeMemberN/A

Publications

Publication NameTitleDate
457 Answer Book, Fifth Edition - Aspen PublishersChapter 14, Miscellaneous Issues2007
Governmental Plans Answer Book - Aspen PublishersGovernmental Plans Answer Book2002
Benefits & Compensation Law for NonprofitsIRS Clarifies Rollover Rules2002
Pension & Benefits Week403(b) Plan Audit Issues2000
Pension & Benefits WeekTAM Clarifies Tax and Withholding Consequences of Early Retirement Incentives and Failed Section 457 Plans1999

Education

School NameMajorDegreeGraduated
Georgetown University Law CenterLawJD - Juris Doctor1980
Johns Hopkins UniversityN/ABA - Bachelor of Arts1976

Speaking Engagements

Conference NameTitleDate
Annual Conference of the National Council on Teacher RetirementPublic Retirement Systems: Effect of EGTRRA, USERRA, domestic partnership developments, and recent cases2001
ALI/ABA Program on Retirement, Deferred Compensation, and Welfare plans2001 Developments in 457(b) Plans of State and Local Governments2001
ALI/ABA Program on Retirement, Deferred Compensation, and Welfare plansFrom Defined Benefit to Defined Contribution and Other 2001 Trends in Governmental Plans2001
Eighteenth Annual Advanced ALI-ABA Course of StudyGovernmental Plans Update (2003-2004)N/A
Eighteenth Annual Advanced ALI-ABA Course of StudyEligible 457 Plans: What's New?N/A