education

  • University of Miami School of Law (LL.M., Taxation, 2000)
  • Brooklyn Law School (J.D., 1996)
  • Rutgers College of Rutgers University (B.A., 1993)

bar admissions

  • Florida

court admissions

  • Florida State Courts
Lowell J. Walters

Lowell J. Walters

Attorney
Tampa
T: 813.229.4194
F: 813.229.4133

Lowell Walters helps business owners and entities receive beneficial tax treatment for their retirement and welfare plans by working with plan administrators, the IRS, the Department of Labor, and other regulatory agencies such as the U.S. Department of Health and Human Services and the Florida Department of Management Services, to ensure employee benefit plans are drafted and operated in compliance with the Internal Revenue Code, the Employee Retirement Income Security Act of 1974 (ERISA), and state law (including Florida Statutes, Chapters 110, 112, 121, 175, and 185). This includes correcting plans when an earlier error is discovered.

Mr. Walters also advises and protects employers and the tax status of employee benefit plans due to employee reclassifications and mergers and acquisitions, including those involving governmental entities and tax-exempt organizations. In addition, he counsels clients on the Affordable Care Act compliance and planning.