A partner with the Wilkins Finston Friedman Law Group, Felicia A. Finston has over 25 years of experience handling benefit and compensation issues for Fortune 500 and other public and private companies and tax-exempt entities (including church-related organizations and government employers). An important part of her practice is representing clients before the IRS, the DOL and the PBGC in connection with employee benefit plan audits and under voluntary submission programs such as EPCRS and DFVC.
Ms. Finston regularly advises clients regarding executive compensation and governance matters, such as SEC disclosure and filing issues, shareholder approval issues and proxy disclosure requirements involving compensatory arrangements. She also provides legal counsel on health plan regulatory concerns, including ACA and HIPAA compliance issues and Medicare coordination of benefit matters.
Prior to joining the firm, Felicia was with Baker Botts after practicing with Vinson & Elkins LLP for ten years.
J.D., University of New Mexico School of Law (1986) honors
M.S., Human Resources Management, University of Utah (1983) honors
B.S. Business (Human Resource Management), Arizona State University (1982) magna cum laude
Bloomberg Tax Management Portfolios
Plan Qualification — Pension and Profit-Sharing Plans (Portfolio 351)
This Portfolio examines the rules governing the tax qualification of pension and profit-sharing plans under Code §401(a) and the various qualification requirements.