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Charles M. Lax

Charles M.
Lax

Shareholder

"Our clients expect results...and we do all we can to deliver. It's part of who we are."

Practices

Tax, Employee Benefits, Corporate and Business, Estate Planning and Probate

Chuck Lax Video Thumbnail

Tax Group Overview

Chuck Lax leads the Tax Practice Group and shares his perspectives.

CHARLES (CHUCK) M. LAX, shareholder, practices primarily in the areas of employee benefits, taxation, corporate law, and mergers and acquisitions. He has written many articles appearing in legal and public accounting journals. He has lectured extensively on qualified retirement plans and other tax topics before the Michigan Institute of Continuing Legal Education, the Michigan Association of Certified Public Accountants, the American Society of Pension Professionals & Actuaries, and other professional groups.

Chuck serves as an emeritus member of the IRS Great Lakes TE/GE Council. He previously served as chairman of the State Bar of Michigan—Section of Taxation. He also was chairman of the State Bar Employee Benefits Committee, the Advisory Committee for TE/GE, the IRS Regional Council Bar Advisory Group—Central Region, and vice chairman of the ASPPA Regional Conferences. Chuck co-chaired the Great Lakes Benefits Conference in 2007 and 2008 and the ASPPA Annual Conference in 2010 and 2011.

Since 2006, his peers have continually selected him for inclusion in the annual edition of Best Lawyers in America for his work in employee benefits (ERISA) law. In 2011, 2016, 2018, and 2020 Chuck was recognized as the Detroit Lawyer of the Year in employee benefits law. Chuck is a Fellow of the American College of Employee Benefits Counsel.

Chambers USA has recognized Chuck and he has continually been selected for inclusion in the Michigan edition of Super Lawyers since 2006 (one of the top 100 lawyers in Michigan for 2008). He has been recognized as a Michigan Leading Lawyer, named a Top Lawyer by DBusiness Magazine and recognized as a 2018 Leader in the Law by Michigan Lawyers Weekly.

Chuck has extensive experience in representing clients in tax controversy matters before the IRS and Tax Court of the United States.

Education

University of Michigan, Ann Arbor, Juris Doctor, 1971

Wayne State University, Detroit, B.S. with honors, accounting, 1968

 

Professional Memberships

American Bar Association

State Bar of Michigan

Oakland County Bar Association

 

Recognition

     

Presentations & Cases

ASPPA Benefits Council: Ethical Conduct for Retirement Plan Professionals
May 8, 2019

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 Eastern Regional Conference – Philadelphia, “Ethics Roundtable”
April 28, 2017

2016 ASPPA Annual Conference Speaking Engagement: Ethics Roundtable
October 24, 2016

ASPPA Benefits Council: Case Studies in Ethics Presentation
May 18, 2016

2015 ASPPA Annual Conference Speaking Engagement on October 19th – “Fiduciary Breach: Avoidance and Mitigation”

MICPA 2015 Accounting for the Tax Practitioner Conference Session Presentation on June 2nd – “Ethical Dilemmas: What Should You Do?”

 

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

Download Presentation File

Download Case Studies File

 

If It Ain’t Broke, Don’t Fix It; But If It Is, Use VCP, Twenty-Fourth Annual Tax Symposium

Let’s Talk Circular 230 – Two Ethical Dilemmas, Twenty-Third Annual Tax Symposium

Qualified Retirement Plan Considerations in Mergers and Acquisitions (Watch Out for the Baggage), Twenty-Second Annual Tax Symposium