CHARLES M. LAX
is a shareholder of the firm who practices primarily in the areas of employee benefits, taxation, corporate law and mergers and acquisitions. He has authored numerous articles appearing in legal and public accounting journals. Mr. Lax has lectured extensively on qualified retirement plans and other tax topics before the Michigan Institute of Continuing Legal Education, Michigan Association of Certified Public Accountants, American Society of Pension Professionals & Actuaries and other professional groups. He presently serves as an Emeritus member of the IRS Great Lakes TE/GE Council. Mr. Lax has previously served as the Chairman of the State Bar of Michigan - Section of Taxation, the Chairman of the State Bar Employee Benefits Committee, the Advisory Committee for TE/GE, the IRS Regional Council Bar Advisory Group - Central Region, the ASPPA Vice Chairman for Regional Conferences, the Co-Chairman of the Great Lakes Benefits Conference for 2007 and 2008 and as Co-Chairman at the ASPPA Annual Conference for 2010 and 2011.
Additionally, Mr. Lax is a Fellow of the American College of Employee Benefits Counsel and has been continuously selected by his peers for inclusion in the annual edition of Best Lawyers in America
® since 2006 in the area of employee benefits (ERISA) law. He also has the added distinction of being recognized as the 2011, 2016 and 2018 "Detroit Lawyer of the Year"
in employee benefits law.
Mr. Lax has also been recognized by Chambers USA
, continuously selected for inclusion in the Michigan edition of Super Lawyers
® from 2006-2017 (one of the top 100 lawyers in the State of Michigan for 2008), recognized as a Michigan Leading Lawyer, named as a Top Lawyer by DBusiness Magazine
and recognized as a 2018 Leader in the Law by Michigan Lawyers Weekly
. Mr. Lax has extensive experience in representing clients in tax controversy matters before the Internal Revenue Service and Tax Court of the United States.
UNIVERSITY OF MICHIGAN, Ann Arbor, Michigan, Juris Doctor, 1971
WAYNE STATE UNIVERSITY, Detroit, Michigan, B.S., Accounting, with honors, 1968
AMERICAN BAR ASSOCIATION
STATE BAR OF MICHIGAN
OAKLAND COUNTY BAR ASSOCIATION
Articles, Presentations and Cases
ASPPA Eastern Regional Conference – Philadelphia, “Ethics Roundtable”
April 28, 2017, 2017
2017 ASPPA Regional Conference – Cincinnati, “Ethics Roundtable”
November 14, 2017
Michigan Association of CPAs, Tax Professionals and the IRS Successfully Working Together Conference, “Retirement Options for Small Businesses”
June 21, 2017
ASPPA Benefits Council: Case Studies in Ethics Presentation
Wednesday, May 18, 2016
2016 ASPPA Annual Conference Speaking Engagement: Ethics Roundtable
October 24, 2016
MICPA 2015 Accounting for the Tax Practitioner Conference Session Presentation on June 2nd - "Ethical Dilemmas: What Should You Do?"
2015 ASPPA Annual Conference Speaking Engagement on October 19th - "Fiduciary Breach: Avoidance and Mitigation"
2014 ASPPA Speaking Engagements
|ASPPA Regional Conference-Los Angeles
|| January 23-24
|ASPPA Benefits Council of Detroit
|| April 1
|ASPPA Regional Conference-Philadelphia
|| May 1-2
|ASPPA Regional Conference-Chicago
|| June 5-6
|ASPPA Regional Conference-Boston
|| July 10-11
|Western Benefits Conference
|| July 27-30
|ASPPA Annual Conference
|| October 26-29
|ASPPA Regional Conference-Cincinnati
|| November 17-18