Barbara Klepper

Barbara Klepper’s practice focuses on all aspects of tax and family wealth planning as well as executive compensation and employee benefits planning. She advises clients of all sizes regarding general tax planning for corporations, partnerships, and individuals, tax structuring for complex business transactions, and estate and trust administration. She also focuses on all tax and general aspects of executive employment agreements, cash and equity compensation arrangements, complex Section 409A issues, deferred compensation plans, benefits planning in mergers and acquisitions, and general retirement and health and welfare plans, and is experienced in working with the Department of Labor and the IRS in connection with such issues.

Barbara also has specific expertise representing multiemployer/Taft-Hartley plans and participating employers on funding issues, reorganization issues, fiduciary and prohibited transaction liability, and collection of delinquent contributions, and she frequently represents both multiemployer and single employer plans, their sponsors, and fiduciaries in audits and investigations by the IRS, the Department of Labor, and the Pension Benefit Guaranty Corporation.

In addition, Barbara practices in the formation and administration of tax-exempt organizations, including charitable organizations and private foundations, and she advises clients on the unique and complex tax and regulatory requirements for maintaining tax-exempt status. She also has significant experience advising clients on complex tax issues including corporate aircraft taxation and reporting as well as taxation of fringe benefits.

Barbara’s achievements have earned her inclusion in Oklahoma Super Lawyers’ list of “Oklahoma Rising Stars,” which recognizes the state’s top up-and-coming attorneys. In 2018, she was accepted into the inaugural class of the 2018 Heart of America Fellows Institute of the American College of Trust and Estate Counsel (ACTEC).