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Sharon A. McAuliffe

Updated: September 5th, 2020 | Syracuse | Lawyer List S | Bousquet Holstein PLLC |

Address: 110 West Fayette Street, Suite 1000, syracuse, NY, 13202
Law Firm: Bousquet Holstein PLLC
Phone: 315-422-1500
Fax: 315-422-3549
Email:
Website: http://www.bhlawpllc.com

TitleMember
First Year of Call
Areas of PracticeElder Law, Health Care, Probate, Trusts and Estates, Wills, Taxation, Mergers and Acquisitions, QDRO
DescriptionSharon is a member of the firm and serves as Chair of the Employee Benefits/ERISA Practice Group. Her practice areas include employee benefits, mergers and acquisitions, trusts and estates, and tax planning and advocacy, including federal and state fiduciary tax planning and preparation.Sharon’s experience includes advising clients with regard to the establishment, administration, and termination of qualified retirement plans, cafeteria plans, and other fringe benefit plans, and representing clients in connection with Internal Revenue Service, Pension Benefit and Guaranty Corporation, and Department of Labor matters. She has also acted as co-counsel on ERISA litigation matters.Sharon assists clients in all aspects of the estate planning process. She has extensive experience in the planning and preparation of wills and trusts. In addition, she assists clients in property transfers, changes in beneficiary designations, and estate administration.Prior to obtaining her law degree, Sharon was the Director of Employee Benefits for Green & Seifter, Certified Public Accountants, PLLC, where she supervised all aspects of plan compliance and annual administration for over 250 employee benefit plans, including cafeteria plans, defined benefit plans, defined contribution plans, 401(k) plans and employee stock ownership plans (ESOPs). Previously, Sharon has been an instructor in the Certified Employee Benefits Specialist Program sponsored by the Wharton School of Business and International Foundation of Employee Benefits. She is also a frequent lecturer for the local bar associations.

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