Benefits Tax Counsel

The Office of the Benefits Tax Counsel (BTC) develops and reviews policy, legislation, regulations, and revenue rulings dealing with all aspects of employee benefits taxation and related matters including qualified retirement plans, Employee Stock Ownership Plans, employee welfare plans, health and long term care benefits, social security taxes, and executive compensation.

BTC is responsible for advising the Assistant Secretary (Tax Policy) and other Treasury officials in the formulation of the Administration's employee benefits taxation policy, formulating, analyzing, and reviewing employee benefits taxation legislation and for preparing the Administration's testimony on such legislation. BTC assists Congressional staff in drafting legislation and in documenting the legislative history of employee benefits legislation.

Organization

Helen Morrison, Benefits Tax Counsel, directs the activities of the attorneys, accountants, and actuaries who develop and review policy, legislation, regulations, and revenue rulings dealing with all aspects of employee benefits taxation and related matters.

Kyle Brown, Deputy Benefits Tax Counsel, assists in directing the activities of the attorneys, accountants, and actuaries who develop and review policy, legislation, regulations, and revenue rulings dealing with all aspects of employee benefits taxation and related matters.

Contacts

Office of the Benefits Tax Counsel
Department of the Treasury
1500 Pennsylvania Avenue, NW, Room 3044
Washington, DC  20220