Overview
Stephanie Searles Vogel is a Partner in the Tax, Employee Benefits, and Trusts & Estates Departments. She represents individuals, small and large businesses, and tax-exempt entities in a broad range of tax areas, including tax planning, trusts and estates, employee benefits issues, as well as charity and foundation governance issues.
Mrs. Vogel previously served as a Senior Associate at PricewaterhouseCoopers in Philadelphia, where she worked in the Mergers and Acquisitions tax group with large, multinational, corporate clients. Her legal pro bono experience includes working on various tax law cases for low-income clients and also preparing Pennsylvania and federal tax returns. She has worked on cases with Philadelphia VIP, PVLA, and Pennsylvania SeniorLAW Helpline.
Mrs. Vogel is a graduate of Villanova University School of Law, where she received the Dean’s Merit Scholarship and the Dorothy Day Award for Pro Bono Service and served as President of the Tax Law Society. During law school, she externed for Magistrate Judge Elizabeth Hey of the U.S. District Court for the Eastern District of Pennsylvania. Mrs. Vogel received her LL.M. in Taxation from Villanova University School of Law in 2015. She is an Adjunct Law Faculty at Temple University and teaches Qualified Employee Benefit Plans and Executive Compensation through the Graduate Tax Program at Temple.
Representative Experience
- Successful completion of IRS VCP and DOL VFCP filings to correct qualified plan failures.
- Assisted in forming, funding, and administering family limited partnerships and family limited liability companies.
- Assisted in structuring and consulting on various multi-million and billion-dollar corporate acquisitions for small, large, and Fortune 500 companies.
- Assisted in structuring and consulting on Section 355 Spin-Offs and Split-Offs for Fortune 500 companies.
- Assisted in the formations and liquidations of various business entities including LLCs, C Corporations, S Corporations, and Partnerships.
- Represented and assisted individuals in a variety of tax matters including dependency disputes, the Earned Income Tax Credit, refund claims, offers in compromise, innocent spouse protection, and currently not-collectible status.
Professional & Community Activities
- Board Member, Philadelphia VIP
- Member, Union League of Philadelphia
- Member, Philadelphia Bar Association
- Member, J. Willard O’Brien Villanova School of Law Inn of Court
- Counsel, Penn Alumni Club of Philadelphia
Speeches & Presentations
- Presenter – “What Every Attorney Needs to Know about Non-Qualified Deferred Compensation,” Philadelphia Bar Associations, May 10, 2022
- Presenter – “2021 Employee Benefits Update – What Every Attorney Needs to Know,” Philadelphia Bar Associations, May 25, 2021
- Presenter – “Information Session on Small Business Relief Programs,” hosted by Congressman Dwight Evans, January 19, 2021
- Presenter, “What Employers Need to Know,” breakfast seminar presented with other Dilworth Paxson LLP attorneys in conjunction with Univest Insurance, Inc. regarding 2018 employment law and benefits updates for employers, November 7 – 9, 2017.
- Co-presenter, “What You Need to Know About ACA Reporting and Related Compliance Issues,” July 21, 2015.
- Presenter, Nonqualified Deferred Compensation Plan Options for Small-and Medium-Sized Law, American Law Institute’s CLE Seminar “Implementing the Best Retirement Plans for Your Attorneys: What Law Firms Should Know & Do,” May 11, 2015.
Professional Recognition
- Pennsylvania Super Lawyers Rising Star, 2016 – Present
Further information on methodologies is available via these links.
Representative Experience
- Successful completion of IRS VCP and DOL VFCP filings to correct qualified plan failures.
- Assisted in forming, funding, and administering family limited partnerships and family limited liability companies.
- Assisted in structuring and consulting on various multi-million and billion-dollar corporate acquisitions for small, large, and Fortune 500 companies.
- Assisted in structuring and consulting on Section 355 Spin-Offs and Split-Offs for Fortune 500 companies.
- Assisted in the formations and liquidations of various business entities including LLCs, C Corporations, S Corporations, and Partnerships.
- Represented and assisted individuals in a variety of tax matters including dependency disputes, the Earned Income Tax Credit, refund claims, offers in compromise, innocent spouse protection, and currently not-collectible status.
Insights
- Dilworth Attorneys Named to Pennsylvania and New Jersey 2023 Super Lawyers and Rising Stars Lists
- IRS Extends Certain Retirement Plan Amendment Deadlines
- Important Updates to the IRS Employee Benefit Plans Correction Programs
- Tax Provisions Included in President Biden’s Newly-Proposed American Families Plan
- Refresher: Provisions of the Consolidated Appropriations Act of 2021 Applicable for Employers and Business Owners (the “Stimulus Bill”)
- COVID-19 Vaccine: Considerations for Employers
- IRS Issues New PPP Guidance Regarding Taxpayer’s Deductibility of Certain Expenses in 2020
- ALERT: End of Year Estate, Gift and Income Tax Update
- Treasury Clarifies Recent PPP Guidance
- ALERT: Amendment to CARES Act Adds Flexibility to Paycheck Protection Program
- Cafeteria Plan Election Changes and Claim Extensions – A COVID-19 Update
- ALERT: Retirement Plan Deadlines Extended
- Important COVID-19-Related COBRA Relief Guidance
- Issues for Employers to Consider Regarding Their Sponsored Retirement Plans During the COVID-19 Pandemic
- $2 Trillion CARES ACT Signed into Law March 2020
- Coronavirus Tax & Benefits Updates
- Coronavirus Alert: What You Need to Know About the Families First Coronavirus Response Act
- The SECURE Act Brings Big Changes for Retirement Planning
- Nonprofits Rejoice! Congress Repeals Nonprofit “Parking Tax” and Provides for Flat Rate Excise Tax on Private Foundation Net Investment Income
- HELD: Disallowance of all Business Expenses of a Marijuana Business is Constitutional; Industry Faces Onerous Tax Burden
- Nineteen Dilworth Attorneys Named 2019 Pennsylvania Super Lawyers and Rising Stars
- Four Attorneys Promoted Within Dilworth Partnership
- Join Dilworth Paxson & Citrin Cooperman for a Seminar on December 12: “Business Planning & Tax Reform Changes – Understanding The Impact to You & Your Business”
- IRS CURTAILS STATES’ CONTINUED FIGHT FOLLOWING TAX REFORM: PER IRS LAST DAY FOR CONTRIBUTIONS IS TODAY.
- Join Dilworth Paxson’s Tax Group for a Seminar in Princeton, NJ on August 23: “Understanding the Tax Cuts and Jobs Act”
- SCOTUS Hands Down Landmark State Sales Tax Case: No More Physical Presence Standard
- Twenty-One Dilworth Attorneys Named 2018 Pennsylvania Super Lawyers and Rising Stars
- Dilworth Paxson’s Matthew Whitehorn and Stephanie Searles Vogel to Present Penjerdel Employee Benefits and Compensation Association’s “2018 Retirement Boot Camp” on May 17
- Association Health Plan (AHP) Update
- New Mortality Table For Defined Benefit Plans
- Tax Reform Update
- Struck it Rich With Bitcoin? Don’t Forget to Tell (And Pay) Uncle Sam
- Seminar on November 7 — “Preparing for 2018: What Employers Need to Know”
- Dilworth Paxson’s Matthew Whitehorn and Stephanie Searles to Present Penjerdel Employee Benefits and Compensation Association’s “Retirement Plans Boot Camp 2017” on June 8
- Dilworth Attorneys Named 2017 Pennsylvania Super Lawyers and Rising Stars
- Dilworth Attorneys Named 2016 Pennsylvania Super Lawyers And Rising Stars
- ERISA Plan Fiduciaries Must Aggressively Pursue Subrogation Rights or Potentially Lose Out