Boston
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TEL: (617) 338-2938

David A. Guadagnoli

Partner

David A. Guadagnoli is a tax partner in the Boston office of Sullivan & Worcester LLP. He concentrates his practice in the employee benefits area and is experienced in the design, implementation, and administration of welfare and fringe benefit arrangements and qualified retirement plans (including 401(k) plans and ESOPs) for large and small employers, retirement distribution planning for individuals, and the design and implementation of nonqualified deferred compensation and equity compensation arrangements for public and private employers. Mr. Guadagnoli has extensive practical experience with nondiscrimination testing issues, plan recordkeeping and conversion issues, IRS and DOL audits and the use of self-correction programs, and the use of ESOPs as a succession planning tool. Mr. Guadagnoli has worked with clients in manufacturing, real estate, professional services, education, financial services, and the not-for-profit sectors.

Bar Admissions

  • Massachusetts, 1988

Speaking Engagements

NEEBC

  • Defined Contribution Retirement Plans: Fiduciary Duties and Risks
  • Retirement Plan Compliance Testing: What Every Benefits Professional Needs to Know
  • Maximize Your Employee Benefits

New England Chapter of The ESOP Association

  • ESOP Distributions for ESOP Participants
  • Fiduciary Issues Workshop
  • Legal Duties of the HR Staff in an ESOP Company
  • Legal and Regulatory Updates
  • ESOPs and Other Benefit Plans
  • Valuation Made Simple: Basics for the HR Professional

SBANE and Succession Planning Programs

  •  Use of ESOPs as a Succession Planning Tool

Benefits Special Interest Group of NEHRA, Wilmington Chamber of Commerce, and others

  • HIPAA Privacy Rules

Awards & Honors

  • Massachusetts Super Lawyers (2006, 2007)

Professional & Civic Activities

  • American and Boston Bar Associations
  • National Association of Stock Plan Professionals
  • New England Employee Benefits Council
  • National Center for Employee Ownership
  • The ESOP Association (New England Chapter Executive Committee)
  • Served on the Board of a mid-sized company prior to sale to a strategic buyer
  • Non-profit Board service
  • Citizens' Scholarship Foundation of Mansfield, Inc.
  • Federated Dorchester Neighborhood Houses, Inc.
  • Neighborhood House Charter School

Education

  • LL.M., Taxation, Boston University School of Law, 1992
  • J.D., cum laude, Boston University School of Law, 1988
  • M.B.A, cum laude, Boston University, 1989
  • B.A., George Washington University, 1985
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Seminars & Presentations