Louis Mazawey was quoted in the Tax Analysts article, “Deadline for Puerto Rico Plan Spinoffs Approaching,” by Matthew Dalton on December 6, 2011. The article focuses on the December 31 deadline for sponsors of U.S. and Puerto Rico dual qualified retirement plans to make tax-free spinoffs of assets and liabilities related to Puerto Rico participants into a Puerto Rico-only plan.


Latest Resources


April 20, 2023

Groom Event



Groom Publication