Fred J. Bachmann

Attorney | Indianapolis

Phone: (317) 977-1408
| Fax: (317) 633-4878

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About Fred

Fred Bachmann is an employee benefits and tax attorney who helps hospitals and health systems design and administer retirement and deferred compensation plans while navigating the complex tax rules that apply to tax-exempt health care organizations.

With more than three decades of experience at Hall Render, Fred advises health care organizations on employee benefits and tax matters, with a particular focus on retirement plan compliance and issues affecting tax-exempt entities. He also assists individuals and families with estate planning and estate administration matters.

Fred’s practice includes:

  • Advising hospitals and health systems on the design, compliance and administration of retirement and deferred compensation plans, including 403(b) plans and nonqualified 457(b) and 457(f) arrangements;
  • Counseling tax-exempt organizations on federal tax matters, including maintaining 501(c)(3) status, addressing unrelated business income (UBI) tax and resolving payroll tax issues;
  • Assisting individuals with estate planning, including the preparation of wills, trusts, powers of attorney and advance directives; and
  • Guiding families through estate administration and settlement matters, including complex or contested estates.

Fred also holds an active CPA license and previously worked at an international accounting firm for nearly a decade, spending most of that time as a certified public accountant in the tax group—experience that informs his practical, tax-focused approach to advising clients.

EDUCATION

Ball State University, B.S., cum laude - 1980

Indiana University Robert H. McKinney School of Law, J.D. - 1987

ADMITTED TO BAR

  • Indiana - 1987
  • U.S. Tax Court - 1987
  • U.S. District Court, Northern and Southern Districts of Indiana - 1991

memberships

  • Indiana State Bar Association
  • Indiana CPA Society
  • American Institute of Certified Public Accountants

Experience

  • Tax Professional, Arthur Young & Co. – 1980-1989

honors

  • Certified Public Accountant