Kimberly Boberg focuses on taxation issues affecting retirement plans of public companies and governmental entities. Kimberly also has significant experience in creating tax-exempt entities and assisting such entities in maintaining that status. Moreover, Kimberly has worked extensively on the tax compliance issues regarding IRAs and qualified plans.
Kimberly’s retirement plan practice includes assistance in plan design and ongoing administration, preservation of plans’ tax-qualified status, and application of reporting and withholding rules. Kimberly has also helped clients establish new plans and assisted with corrections under the Internal Revenue Code.