Professionals

Professional Bio

  • Candace, who works out of the firms' New York and Boston offices, has more than 25 years of experience advising clients with respect to domestic and international tax and ERISA regulatory and operational compliance of qualified retirement plans, non-qualified deferred compensation arrangements and employee benefits, and advises on executive compensation strategic tax optimization plan design and implementation of supplemental executive compensation and equity and non-equity based employee incentive plans.

    Candace also specializes in tax advisory for renewable energy projects including structuring, due diligence, industry tax equity and renewable energy federal and state tax and incentive programs. She advises on executive compensation in mergers and acquisitions and compensation benchmarking, including in energy power and utility projects and for a wide array of corporate clients. Candace also counsels on tax and energy law for renewable energy project development, pension investment and ERISA related requirements.
    Candace's clients include multinational and domestic corporations, partnerships, joint ventures, boards of directors, tax-exempt and not-for-profit entities in the areas of manufacturing and distribution, financial services, energy and utilities, technology, academic medical centers, healthcare and life sciences, media and information, insurance, real estate, higher education, and philanthropy. As part of the United States Council of International Business Environment Committee and the Climate Change Energy Working Group of the USCIB, Candace provided energy insights for the 21st session of the Conference of the Parties to the United Nations Framework Convention on Climate Change. In spring 2018, she participated in the United Nations and World Bank First Global Conference of the Platform for Collaboration on Tax and Sustainable Development Goals.

    Candace was a Principal at a prominent NY tax, consulting and accounting firm and her career has included partnerships at several multinational law firms and 19 years of tax and benefits consulting at KPMG in New York and California.

    Ms. Quinn is a frequent speaker and author on topics in her areas of expertise. She earned a Masters of Law (LL.M.). degree with honors in Energy from Vermont Law School and LL.M. in Taxation from Boston University School of Law. She received her J.D. from Suffolk University Law School and a B.S.in Economics from Tulane University.

  • Publications

    • INSIGHT: Executive Orders to Speed Energy Projects May Mean Delay - Bloomberg Environment, May 22, 2019
    • “Compensating the International Mobile Executive” - BNA Chapter Publication, Spring 2018 (Co- Author)
    • “Compensation Around the Globe; Need for Robust Disclosure and Accountability in the 2017 Proxy Season” - BNA, Spring 2018 (Contributing Author)
    • “Policy, Finance and Energy Justice” - Vermont Law School, Master Thesis, August 2016
    • "Hospital Church Plan Exemption: First Amendment Protection for Religious Organizations or Opportunity for ERISA Regulatory Arbitrage" - BNA Pension & Benefits Daily, December 31, 2013 (Co-Author)
    • “Ninth Circuit: Edison Fiduciaries Breached Duties by Offering Retail-Class Investments” - BNA Pension & Benefits Daily, March 22, 2013 (Mentioned)
    • “Executive Compensation Around the Globe: Need for Robust Disclosure and Accountability in the 2013 Proxy Season” - BNA Pension & Benefits Day, March 7, 2013 (Co-author)
    • “DOL Final Fee Disclosure Rules May Have Consequences for Fiduciaries Beyond Fines – Could Result in Increased Litigation and Government Enforcement” - BNA Pension & Benefits Daily, April 25, 2012 (Co-author)
    • “Report Parses Wall Street Workforce” - The Wall Street Journal, December 2, 2011 (Mentioned , as Women's Executive Circle of New York) Ÿ
    • “Governmental Investigation of Executive and Board Compensation Intensifies at Not-For-Profit Organizations: Challenges to the Rebuttable Presumption” - BNA Pension & Benefits Daily, December 8, 2011 (Author)
    • “Women Hold Few Top Jobs at N.Y. Firms” - The Wall Street Journal, October 28, 2011 (Quoted) Ÿ
    • "Fee Disclosure of Defined Contribution Plans: The State of Fiduciary Duties" - BNA Pension & Benefits Daily, July 2010 (Co-Author)
    • "Enforcement Efforts Take Aim at Executive Compensation of Tax Exempt Health Care Entities" - BNA Pension & Benefits Daily, December 2009 (Co-Author)
    • "DOL's Limited Relief Not Applicable to Employers Still Contributing to 403(b)Plans" - Greenberg Traurig Alert, August 2009 (Co-Author)
    • “The Recovery Act’s Mechanism to Stimulate the Economy Requires Adjustment: Is More Legislation the Answer?” - Pension and Benefits Daily, April 2009 (Co-Author)
    • “State of New York Business Leaders in New York” - Women’s Executive Circle of New York Census Study, prepared in partnership with Cornell University Industrial Labor Relations School, February 2009 (Co-Author)
    • “Modernization of the Section 403(b) Plan and Its ERISA Implications” - Pension & Benefits Daily, July 2008 (Co-Author)
    • “ERISA’s Fiduciary Duties: Meeting the ‘Reasonable’ Contract and Fee Requirements” - Pension & Benefits Daily, April 2008 (Co-Author)
    • “Substantial Risk of Forfeiture and Bona Fide Severance: Synchronizing the Layers of Sections 457(f) and 409A” - Executive Compensation Library Journal Reports: Law and Policy, 2008 (Co-Author)
    • “Compensation as a Vehicle for Company Growth” - Capital Growth Interactive 2006 Venture Guide (Co-Author)
    • “IRS Focuses On Executive Compensation of Non-Profit Health Care Entities” - BNA Health Law Reporter, May 2004
    • “Automatic Excess Benefit transactions: Avoiding Intermediate Sanctions or Loss of Exempt Status” - BNA Pension Reporter, March 2004
    • “Retirement and Investment Planning Alternatives” - Compensations and Benefits Journal, Spring 2000 (Co-Author)

    Presentations

    • Expanding Your Global Footprint - The Ingredients For Growth - The Wagner Law Group, co-sponsor with Mazars USA, LLP, Candace Quinn, panelist, May 21, 2019, 8:00 - 10:00 AM (ET), The UMass Club, Boston, MA - More details here
    • The Wagner Law Group Employee Benefits Briefing - Co-presenter, with Izzy Goldowitz, Dan Brandenburg, Susan Rees and Stephen Wilkes, FREE webinar, March 28, 2019, 1:00 - 2:00 PM (ET) - Recording available here - Powerpoint slides available here
    • “ERISA Legal Developments”, 2017 “Current Risk Issues” Seminar New York Fiduciary & Risk Management Association at Evercore Trust Company N.A., New York, NY November 16, 2017
    • "What Happens if a Financial Institution is Convicted of a Felony", New York Fiduciary & Risk Management Association at Evercore Trust Company N.A., New York, NY November 16, 2017
    • "What Happens if a Financial Institution is Convicted of a Felony", 31st National Risk Management Training Conference of Fiduciary and Investment Risk Management Association, New Orleans, (May 24, 2017)
    • “Increased Scrutiny Around Executive Pay, Domestic and International”, Bloomberg Radio with Michael McKee, New York, (July 2016) Interview
    • “The State of Women Business Leaders in New York State”, Women’s Executive Circle of New York Census Study Prepared in Partnership with Columbia Business School and Presented at Bank of America for the Women’s Executive Circle of New York, (May 2016) Speaker and Moderator
    • “Retirement Plan Readiness: Trends, Opportunities, Mitigating Risk” and Presented at Wilmington Trust Philanthropic Speaker Series, (April 2016) Speaker
    • "Executive Incentive Compensation in the Alternative Investment Industry – Best Practices and Current Developments, “ALM Hedge Fund General Counsel and Compliance Office Summit, (October 2015) Speaker
    • “Women in Power: Developing and Supporting Women Leaders,” The Women’s Executive Circle of New York Presents to the U.S. Department of State International Visitor Leadership Program – A Project for Japan, (August 2015) Speaker
    • “The State of Women Business Leaders in New York State", Women's Executive Circle of New York Census Study Prepared in Partnership with Columbia Business School and Presented at Bank of America for the Women's Executive Circle of New York (November 2013), Speaker and Moderator
    • “The Heat is on: Executive Compensation Under Fire Around the Globe - A Corporate and Tax Perspective." National Association of Stock Plan Professionals event at Squire Sanders Washington, D.C. (October 2013) Speaker
    • “Hot Topics for Plan Fiduciaries in Today’s Litigious Environment: How to Mitigate Risk of Liability,” AIG and Squire Sanders event at Squire Sanders San Francisco, California (May 2013). Speaker/Moderator
    • “Diversity in the Board Room and C-Suite – SEC Disclosure, Implications and Other Key Issues,” Women’s Executive Circle of New York event sponsored by Squire Sanders, presented at the University Club of New York (May 2013). Speaker
    • “Northern California Labor and Employment,” Squire Sanders’ Seminar, San Francisco, California (October 2012). Speaker
    • “PPACA Health and Welfare Benefit,” Squire Sanders’ Seminar, New York (August 2012). Speaker
    • "The State of Women Business Leaders in New York State," Women's Executive Circle of New York Census Study prepared in partnership with Columbia Business School and presented at Bank of America, for the Women's Executive Circle of New York (November 2011). Ÿ
    • “The Path to the Boardroom,” Women’s Executive Circle of New York and Morgan Stanley Smith Barney, (July 2011)
    • "Addressing the New Regulations and Challenges Facing Sponsors of 403(b), Retirement Plans and SERPs," Greater New York Hospital Association, New York, (Augus 2010)
    • "Dealing Successfully with Compliance & Enforcement Programs for 401(k) and
    • Other Retirement Plans," Directors Roundtable Institute, New York, (July 2010)
    • “Addressing the New Regulations and Challenges Facing 403(b) Plans and Sponsors - Are You Ready?” KPMG and Greenberg Traurig Event, (May 2010)
    • "Women's Leadership Breakfast," Women's Executive Circle and Morgan Stanley Smith Barney, (May 2010)
    • "The State of Women Business Leaders in New York State," Women's Executive Circle of New York Census Study prepared in partnership with Columbia Business School, (February 2010)
    • “State of New York Business Leaders in New York,” Women’s Executive Circle of New York Census Study prepared in partnership with Cornell University Industrial Labor Relations School, Women and Work Program presented at PricewaterhouseCoopers (February 2009)
    • “Women’s Leadership and the Economic Crisis: Does Gender Matter?” A debate on The New York Economy presented by Cornell University Institute of Women and Work, ILR School and the President’s Council of Cornell’s Women. New York (October 2008)
    • “State of New York Business Leaders in New York,” Women’s Executive Circle of New York Census Study prepared in partnership with Cornell University Industrial Labor Relations School, Women and Work Program, presented at Citi Smith Barney for Women’s Executive Circle of New York (February 2008)
    • “The State of the State Panelist,” The New York State Legislative Women’s Caucus and Assembly Task Force on Women’s Issues present Cornell University Institute for Women and Work Women in New York State in honor of National Women’s Equal Pay Day Empire State Plaza, Albany, New York (April 2007)
    • “Equity Compensation Seminar Series,” The Entrepreneur Venture Conference presented by the Women’s in Technology Cluster, Silicon Valley, CA (September 2006 - October 2006)
    • “Forum for Women Executives and Entrepreneurs,” Women’s Executive Circle of New York Census Study prepared in partnership with University of California at DAVIS presented at Microsoft Palo Alto, CA (November 2006)
  • Bar Admissions

    • New York 1983
    • Massachusetts 1980

    Affiliations

    • American Bar Association (Section of Taxation and Energy Law)
    • New York Bar Association (Section of Taxation)
    • New York City Bar Association
    • Massachusetts Bar Association
    • Women’s Executive Circle of New York (Co-Founder/Co-President) www.wecny.com
    • United States Council for International Business
  • Vermont Law School, South Royalton, Vermont, LL.M., Energy, 2016, With Distinction

    Boston University School of Law, Boston, MA, LL.M., Taxation, 1981, Graduated 5th in the LLM class

    Suffolk University Law School, Boston, MA, J.D., 1980
    National Moot Court Champion

    Tulane University, New Orleans, Louisiana , B.S., Economics, 1977 With Honors

    Activities and Awards:
    Class of 1909 Award- Most Outstanding Senior (1977)
    Vice President of Associated Students (1976-1977)
    Mary B. Scott Memorial Award
    Runner up for the Fulbright Scholarship Award