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Stephen W. Kraus

Stephen W. Kraus

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Overview

Steve Kraus advises clients on a broad range of tax and ERISA matters relating to qualified and non-qualified retirement plans, IRAs and IRA annuities, health and other welfare benefit plans. He has extensive experience dealing with the fiduciary and prohibited transaction provisions of ERISA, including the newly issued Labor Department “investment advice” regulation and accompanying exemptions. He also advises life insurance company clients on the tax qualification of annuities and life insurance contracts. He has experience dealing with the issues surrounding synthetic annuities, including securing private letter rulings for clients; advising clients with regard to issues surrounding Bank-Owned Life Insurance; and advising clients regarding mutual fund taxation issues.

Steve has represented clients on numerous matters before both the Internal Revenue Service and the Department of Labor. He was chief counsel, Retirement Security for the American Council of Life Insurers, where he worked for 25 years.

Featured Insights

Recognition

  • AV Preeminent Rating by Martindale-Hubbell

Professional & Community Involvement

  • Member, American Bar Association
  • Member, Association of Life Insurance Counsel
  • Member, District of Columbia Bar Association
  • Member, Board of Advisers, BNA Pension & Benefits Reporter

Speaking Engagements

  • “Update on ERISA Retirement Plan Litigation – Including Impact of the DOL Rule,” Insured Retirement Institute (IRI) Webinar, Washington (January 17, 2018)
  • “Analysis of the Department of Labor’s Fiduciary Rule Proposal,” Client Focus Forum, Baltimore (October, 2016)
  • “Product Design and Distribution in a Post-DOL Fiduciary World- Part II,” ACLI Compliance & Legal Sections Annual Meeting (July 2016)
  • “Is there a Future for Insurance Agents Under The DOL Rule," InsuranceNewsNet.com (April 21, 2016)
  • “Is There a Future for Insurance Agents Under the DOL Rule?” InsuranceNewsNet.com Webinar (April 20, 2016)
  • “Answering The ‘Top Ten’ Key Questions About The DOL Fiduciary Rule,” Insured Retirement Institute (IRI) Webinar, Washington (March 8, 2016)
  • ALI-ABA Conference on Life Insurance Company Products (2004)
  • American Conference Institute Long Term Care Conference (2001)
  • International Claim Association (2000)

Credentials

Education
  • Georgetown University (LL.M., Taxation)
  • George Washington University Law School (J.D.)
    • Order of the Coif
  • Brooklyn College (B.S.)
Bar Admissions
  • District of Columbia
Court Admissions
  • United States Supreme Court
  • U.S. Court of Appeals, D.C. Circuit
  • U.S. Tax Court

Disclaimer

The information on this website is presented as a service for our clients and Internet users and is not intended to be legal advice, nor should you consider it as such. Although we welcome your inquiries, please keep in mind that merely contacting us will not establish an attorney-client relationship between us. Consequently, you should not convey any confidential information to us until a formal attorney-client relationship has been established. Please remember that electronic correspondence on the internet is not secure and that you should not include sensitive or confidential information in messages. With that in mind, we look forward to hearing from you.