Profile

Donald M. Meyer is a partner of Bose McKinney & Evans LLP, where he is a member of the Tax, Employee Benefits and Executive Compensation, and Business Services Groups. Don currently serves as chair of the Tax Group. In his diverse practice, he works with public and private companies, large and small nonprofit organizations, public schools and colleges, ESOPs and other ERISA plans, and health care providers, as well as executives and sole proprietors. Don provides his legal knowledge and advice to these clients with respect to their assorted business, tax and benefits needs, while also serving in a general counsel capacity for various clients. When necessary, he represents his clients before the Internal Revenue Service, the U.S. Department of Labor, the Indiana Department of Revenue, the Indiana Department of Workforce Development and other government agencies.

Education

Indiana University Robert H. McKinney School of Law – Indianapolis (J.D., summa cum laude, 1983)
University of Evansville School of Business, (B.S. in CPA accounting, magna cum laude, 1980)

Honors / Awards

The Best Lawyers in America® 2013-2021; AV® Peer Review rated by Martindale-Hubbell; Certified Public Accountant; University of Evansville Outstanding Graduating Senior

Appearances / Publications

Don is a frequent speaker and has spoken before many groups, including attorneys, accountants, school administrators, bankers and lenders, church groups, chambers of commerce, insurance agents, health care providers, organizations of CEOs and retirement plan administrators. His presentations have focused in his areas of experience and have included the following topics:

  • Nonqualified Deferred Compensation Agreements
  • Starting a Business – Basic Legal Considerations
  • Compliance Review of 401(a), 403(b), 457(b), and Other Public School Benefit Plans
  • Bankruptcy and Employee Benefit Plans from an ERISA Perspective
  • Fiduciary Best Practices (Plan Fiduciary Liability)
  • Affordable Care Act: Additional Tax Consequences; Must Your School’s VEBA/HRA Be Revised?
  • Don’t Underestimate the Benefits of an ESOP
  • Executive Compensation and Deferred Compensation Arrangements
  • Form 990 Requirements: Governance, Management and Disclosure
  • State and Federal Health Care Issues: Miscellaneous Tax Law Changes
  • Special Deferred Compensation Requirements, IRC Section 409A
  • ESOPs Can Protect Indiana Jobs
  • 403(b) Plans for Indiana Public Schools
  • Annualized Pay Arrangements for Indiana Public Schools
  • What to do with the Family Business
  • The ESOP Solution
  • Superintendent and Administrators’ Contracts: Basic Concepts
  • Affinity Programs and For-Profit Activities
  • Nonprofit and Tax Exempt Organizations
  • What is a VEBA and Why Should I Care?
  • Pre-Tax Voluntary Contributions to ISTRF and PERF
  • Preparing for a Federal Tax Audit
  • Alternatives to Severance Pay for Exempt Organizations
  • Compensation for Minority Shareholders
  • Taxation of Retirement Pay
  • Indiana Income Taxation of Pass-Through Entities
  • Estate Planning for the Business Owner
  • Selecting the Right Retirement Plan

Appointments / Memberships

Member:  Indiana State and Indianapolis Bar Associations; ESOP Association; Delta Sigma Pi, International Professional Business Fraternity (Charter President of Iota Sigma Chapter at University of Evansville); Newport Group Advisory Council; Plainfield United Methodist Church

Admissions

Indiana, United States Bankruptcy Court Southern District of Indiana, United States District Court for the Southern District of Indiana