Barbara Klepper is a shareholder in Winstead’s Tax Practice Group whose practice encompasses all aspects of executive compensation, equity incentive compensation, nonqualified and qualified employee benefits planning, and related tax matters. She regularly helps clients navigate complex executive compensation, benefits, and tax issues in mergers and acquisitions and other business transactions, and frequently advises on post-closing benefits structuring, Section 409A and 280G issues, negotiating severance and executive employment contracts, change of control agreements, and drafting and structuring equity incentive plans and arrangements. She also counsels governing boards of directors, compensation committees, and benefits and investment committees and is known for her ability to provide practical, effective advice while meeting the business objectives and fiduciary obligations of her clients. Barbara also has significant experience working with the Department of Labor and the IRS in connection with benefits and tax matters.
In addition, Barbara also advises investment fund managers regarding the ERISA considerations related to benefit plan investors, establishing and maintaining status as a qualified professional asset manager (QPAM), and the establishment and operation of venture capital operating companies (VCOCs) and real estate operating companies (REOCs). Barbara also has significant experience in the formation and governance of tax-exempt charitable organizations and private foundations.
Barbara’s achievements have earned her inclusion and top rankings in The Legal 500 (tax law), The Best Lawyers in America (tax and ERISA law) and Super Lawyers’ list of Rising Stars.