Courtney A. Strutt Todd
Public Finance, Employee Benefits, ERISA and Tax Law
Courtney is a senior shareholder at Davis Brown and began in 2006 with tax, employee benefits and finance as her primary areas of practice. She also has a practice in general business matters, including but not limited to, forming all types of business entities and preparation and review of contracts and policies.
As a certified public accountant with a strong tax background, she has been very active in the firm’s Public Finance department, having worked as either bond counsel, underwriter’s counsel, borrower’s counsel or issuer’s counsel on approximately $2 billion in general government bonds, $1 billion in education bonds, $62 million in economic development bonds and $70 million in hospital and independent care facility bonds.
Courtney also has developed a practice in Employee Benefits and ERISA law. She has counseled tax-exempt organizations, governmental organization and nongovernmental organizations on issues relating to pension plans, profit-sharing plans and employee stock ownership plans. Courtney has provided advice on changes to be made to plans, merging of plans, terminating plans, fixing issues in plans that would otherwise cause plans to lose their qualification and preparing filings with the Internal Revenue Service relating to plan corrections.
Courtney also has experience in dealing with state entities to obtain financing for private institutions. Since joining the firm she has also been involved in the formation of businesses of every size and tax level, including limited liability companies, S corporations, C corporations, and limited liability partnerships. She gives advice as to what type of business entity should be formed and has helped create renewable energy, health care, small business, and professional entities. Courtney has dealt with both personal and corporate tax cases in keeping accurate tax records and dealing with Federal and State agencies over various audit and collection issues. Her CPA authorization has allowed her to give companies cash flow and regulatory advice in managing their finances.
Within the Davis Brown Law Firm, Courtney serves on the Budget Committee, Retirement Committee and the Paperless Committee and is the former chair of the Tax Department.
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