Seattle PHONE: 206.359.3207 FAX: 206.359.4207 Download V-Card > Download Resume >

Margret Warrick Truax

  | 

Associate

Margret Truax is an associate in the firm's Tax, Benefits & Compensation practice.  Her practice focuses on:

  • Federal tax aspects of equity-based compensation arrangements including stock options, stock appreciation rights, restricted stock awards, and restricted stock units
  • Federal tax aspects of nonqualified deferred compensation arrangements, bonus plans, severance agreements and other compensation arrangements subject to Code section 409A and of golden parachute payments subject to Code section 280G
  • ERISA, COBRA, the Affordable Care Act and other federal and state mandates applicable to health and welfare benefit plans, cafeteria plans and non-taxable fringe benefit plans
  • HIPAA and HITECH Act compliance
  • Compliance requirements applicable to qualified retirement plans

Margret’s experience includes:

  • Counseling public and private companies in mergers, acquisitions, financings and other major business transactions
  • Advising clients in all aspects of plan design and compliance
  • Assisting clients in correcting employee benefit plan failures under the IRS’s Employee Plans Compliance Resolution System, the Department of Labor’s Delinquent Filer Voluntary Compliance Program and the Department of Labor’s Voluntary Fiduciary Correction Program

Margret is a frequent contributing author of Client Updates.  View a full list of updates to which she has contributed on her News/Publications page.

Selected Publications & Presentations

11.01.13 The Patient Protection and Affordable Care Act Creates Compliance Challenges for HRAs and Other Arrangements
Article, Tax Management Compensation Planning Journal
05.29.13   What Every Labor & Employment Attorney Should Know About Section 409A and Severance Arrangements
Presentation
03.18.13 The Affordable Care Act: A Brief Overview of Play-or-Pay
Presentation, Webinar

Professional Leadership

  • Washington State Bar Association, Taxation Section, Member
  • The State Bar of California, Taxation Section, Member

Related Employment

  • California Court of Appeal, Senior Appellate Court Attorney for Justice H. Walter Croskey, 2011 - 2012  
  • Perkins Coie, LLP, Associate, 2005 - 2010
  • Planned Parenthood of Western Washington, Legal Extern, Spring 2005
  • Bennett Bigelow & Leedom, PS, Summer Associate, Summer 2004
  • Low Income Taxpayer Clinic, Legal Extern, 2003 - 2004
  • Perkins Coie LLP, Summer Associate, Summer 2003

Clerkships

  • Hon. Ann I. Jones, Los Angeles County Superior Court, 2010 - 2011

Education

  • University of Washington School of Law, J.D., 2005
  • University of Washington, B.S., Nursing, 1998

Bar Admissions

  • Washington
  • California

Court Admissions

  • U.S. Tax Court