Stacey Pamela Klein

Stacey P. Klein is an associate at Garfunkel Wild, P.C., which she joined in 2011. She is a member of the firm’s Health Care and Compliance and White Collar Defense Practice Groups, which advise clients on a host of business, regulatory, compliance and transactional matters.

Prior to joining Garfunkel Wild, Ms. Klein previously worked for Proskauer Rose LLP as an associate in the Tax, Employee Benefits, Executive Compensation and ERISA Litigation group, where she advised both tax exempt and for profit clients regarding employee benefits and executive compensation issues, including compliance with ERISA, the Internal Revenue Code, Securities and other laws affecting employee benefit plans and compensation arrangements, including Health Care Reform. Ms. Klein has analyzed a wide range of complex ERISA fiduciary and prohibited transaction issues and has advised clients with respect to their pension plans, health and welfare plans, and fringe benefit policies, as well as their IRAs. Additionally, Ms. Klein has experience counseling clients regarding compliance with Code Section 409A and Intermediate Sanctions, the structuring of corporate transactions and the remediation of abusive tax shelters.

Ms. Klein also is experienced litigating controversies regarding tax and employee benefit issues and resolving matters with the IRS and U.S. Department of Labor.

Among her accomplishments, Ms. Klein successfully abated all penalties in connection with an IRS tax and penalty assessment, negotiated a record low offer in compromise with the New York State Department of Taxation and Finance, and won a multimillion dollar arbitration award for an employee benefit plan against a large insurance company.

Ms. Klein received her B.A., summa cum laude, from Barnard College and her J.D. from Columbia Law School, where she was a Harlan Fiske Stone Scholar.