Anne Harvey advises businesses and individuals on business transactions, retirement plan compliance, and estate planning and administration.
Anne guides clients through entity formation and governance and structures commercial contracts and employment agreements. She assists buyers, owners and operators with business acquisitions and sales, leasing arrangements and real estate transactions. She regularly prepares and reviews operating agreements, shareholder agreements, purchase agreements, deeds, leases and other business documents.
Anne also advises employers and plan sponsors on employee benefits. She assists with retirement plan compliance and correction programs, and she prepares and maintains qualified retirement plan documents for 401(k), 403(b), pension and employee stock ownership plans (ESOPs). She prepares filings submitted to the Internal Revenue Service and works with clients and service providers to address operational and documentary compliance issues.