Lori Oliphant is a shareholder in Winstead's Employee Benefits/Compensation Practice Group. She has extensive experience in all types of employee benefit and compensation matters and is a frequent speaker and writer on such matters. She represents a diverse group of clients, including Fortune 500 companies, privately-held companies, governmental entities and tax-exempt entities.
As part of her practice, Lori advises clients on employee benefits issues and Title I issues arising in the context of corporate transactions (including mergers and acquisitions), private placements, initial public offerings, spin-offs, corporate restructurings and financings. She also assists clients with the implementation and administration of tax-qualified retirement plans (pension plans, profit sharing plans, 401(k) plans, cash balance plans, ESOPs and governmental plans), as well as health and welfare plans (including self-insured medical plans, cafeteria plans, consumer-driven health plans and fringe benefit plans).
Ms. Oliphant represents clients before various governmental entities, including the Internal Revenue Service and Department of Labor Employee Benefits Security Administration, as well as the Pension Benefit Guaranty Corporation. She assists clients with the structuring and preparation of equity incentive arrangements (including stock purchase plans, stock option arrangements and restricted stock plans), deferred compensation arrangements, nonqualified plans and related executive compensation programs. Lori also represents clients in complex ERISA controversy matters, including fiduciary breach issues and investigations by governmental agencies.
Education:
J.D., University of Florida, Levin College of Law (1998) honors
LL.M., Taxation, University of Houston Law Center (2005)
B.S., Accounting, Florida State University (1995) cum laude
Bloomberg BNA Tax Management Portfolios:
(Commissioned) 338 T.M., COBRA - Consolidated Omnibus Budget Reconciliation Act of 1985 (co-author)