Allison McGrath Gardner

Partner

Allison McGrath Gardner practices in the areas of Tax Exempt Organizations, Employee Benefits, and Trusts & Estates.  In the area of Tax Exempt Organizations, Ms. Gardner has represented a variety of tax exempt organizations, including private foundations, publicly supported organizations, churches, community foundations, support organizations, museums, professional associations, and social welfare organizations.  Her experience consists of forming tax exempt organizations, obtaining tax exempt status, and advising on issues relating to maintaining tax exempt status and the unrelated business taxable income.

In the area of Employee Benefits, Ms. Gardner’s experience includes assisting businesses, churches, tax exempt organizations, and governmental entities in preparing and maintaining qualified retirement plans, tax deferred annuity plans, health and welfare plans, deferred compensation plans, and summary plan descriptions.  She has also assisted clients with various compliance issues relating to employee benefit plans, including submitting determination letter requests, letter ruling requests, and applications under the Employee Plans Compliance Resolution System to the Internal Revenue Service.

4000 One Williams Center
Tulsa, Oklahoma 74172

Tel: (918) 586-8506
Fax: (918) 586-8601
Email: agardner@cwlaw.com
Education:
  • University of Oklahoma (J.D., with distinction, 2005)
  • University of Virginia (B.A., 2002)
Bar Admissions & Years:
  • Oklahoma - 2005
Memberships & Affiliations:
  • Oklahoma Bar Association
  • American Bar Association
  • Tulsa Pension Attorneys
  • Tulsa Employee Benefits Group
Other Distinctions:
  • American Jurisprudence Awards - Individual Income Tax & Wealth Transfer Tax
  • Oklahoma Law Review Note Editor 2003-2004
  • Gene H. Jo Ann Sharp Law Review Award for Outstanding Case Note
  • Oklahoma Law Review Summer Write-On Competition Award
  • Author of "Cash Balance Pension Plans Are Not Inherently Age Discriminatory: Cooper v. IBM Personal Pension Plan Defies a Strong History of Support For the Cash Balance Design", 57 Okla.L.Rev. 429 (2004)