Barbara Klepper

Associate

Bio Menu
  • Overview
  • Experience
  • Honors & Involvement
Bio overview

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 regularly advises clients 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, multiemployer/union plans, and general retirement and health and welfare plans.

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

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Experience, Honors, & Awards

Representative Experience

  • Represented a large Canadian holding company with respect to the sale of two of its U.S. subsidiaries in all matters pertaining to its employee benefits reorganization and post-sale structure, including design and implementation issues with respect to transition and shared services agreements, retirement plan organization, and offering of health and welfare benefits.
  • Representation of clients before the IRS regarding plan determination requests.
  • Representation of clients involving employee benefits plan self-corrections utilizing the Employee Plans Compliance Resolution System (EPCRS).
  • Representation of large and small employers regarding compliance-related issues with the Patient Protection and Affordable Care Act.
  • Representation of hospitals, physicians and other healthcare providers in drafting and negotiating professional services contracts, service agreements and employment contracts.
  • Advises employers of all sizes regarding complex compliance issues associated with retirement plans.
  • Advises clients regarding health and welfare plans, including COBRA and HIPAA compliance, healthcare reform issues, multiple-employer welfare arrangements, and ERISA compliance issues.
  • Representation of clients before the U.S. Department of Labor during investigations and in correcting plan errors.
  • Counsels clients regarding their fiduciary responsibilities.
  • Counsels employers regarding corporate aircraft and fringe benefit taxation issues.
  • Represented a leading manufacturer of metal buildings and structural steel components in all matters pertaining to its executive compensation, retirement and health and welfare plans as part of a merger transaction.

Honors and Awards

  • Named to Oklahoma Super Lawyers’ list of “Oklahoma Rising Stars,” which recognizes the state’s up-and-coming attorneys

Professional Organizations and Memberships

  • Oklahoma County Bar Association
  • Oklahoma Bar Association
  • SouthWest Benefits Association

Civic Involvement and Leadership

  • Oklahoma County Bar Association (Board of Directors, Young Lawyers Division)
  • Upward Transitions (Young Professionals Board of Directors)
  • Brightmusic (Board of Directors, Secretary)

Attorney Articles

Articles

Single employer doctrine raises concerns for nonunion employers

Oklahoma Employment Law Letter |

No employer penalties for lack of exchange notice

McAfee & Taft EmployerLINC Alert |

Tax Laws and Employee Benefits

Benefits Compliance: Strategies for Plans, Programs & Policies |
ATPs display in this column

At The Podium

Severance Plans and Agreements: Issues and strategies

EmployerLINC17: Back to Basics
Tulsa, Oklahoma | March 23, 2017

Severance Plans and Agreements: Issues and strategies

EmployerLINC17: Back to Basics
Oklahoma City, Oklahoma | March 22, 2017

Overlooked Employment Tax Traps

EmployerLINC16: Employers Under Pressure
Tulsa, Oklahoma | April 5, 2016

Surprise! Emerging gender identity benefits issues and unexpected traps in the ACA

EmployerLINC16: Employers Under Pressure
Tulsa, Oklahoma | April 5, 2016

Marriage is What Brings Us Together Today

EmployerLINC16: Employers under pressure
Oklahoma City, OK | March 30, 2016

Surprise! Emerging gender identity benefits issues and unexpected traps in the ACA

EmployerLINC16: Employers under pressure
Oklahoma City, OK | March 30, 2016

Affordable Care Act: Frequently asked questions

EmployerLINC 2015: Case studies in costly mistakes
Oklahoma City, Oklahoma | April 30, 2015

Executive Compensation: Opportunities and pitfalls

Oklahoma City, Oklahoma | April 30, 2015

Affordable Care Act: Frequently asked questions

EmployerLINC 2015: Case studies in costly mistakes
Tulsa, Oklahoma | April 28, 2015

Executive Compensation: Opportunities and pitfalls

EmployerLINC 2015: Case studies in costly mistakes
Tulsa, Oklahoma | April 28, 2015

Affordable Care Act: What do we do in 2015?

Western Oklahoma Human Resources
Elk City, OK | April 9, 2015

Ready, Set, Report: ACA Reporting Requirements

Stillwater, OK | October 23, 2014

Medical Privacy Rules Under HIPAA

Clinton, OK | September 11, 2014

ACA: Ready, Set, Report

EmployerLINC Webinar
Online | July 10, 2014

Action steps for employers in 2014

EmployerLINC 2014: In Compliance, Out of Court
Oklahoma City, Oklahoma | April 16, 2014

Health Care Reform for Employers

Healthcare Financial Management Association, Oklahoma Chapter
Oklahoma City, Oklahoma | April 25, 2013
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Industry Groups

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Admissions

  • Oklahoma, 2012
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Education

  • LL.M. (Taxation), New York University, 2018
  • J.D., summa cum laude, Oklahoma City University, 2012
    • Articles Committee, Oklahoma City University Law Review, Merit Scholar, Academic Fellow, CALI Awards in Advanced Legal Writing and Federal Jurisdiction
  • M.M., magna cum laude, Oklahoma City University, 2008
  • B.M., magna cum laude, University of Oklahoma, 2005
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