• vcard
214.661.5542
  • Education
    • J.D., cum laude, Georgetown University Law Center, 2003
    • B.A., summa cum laude, Texas A&M University, 2000

Josephine Harvey doesn’t shy away from a challenge. Her practice covers a broad range of complex topic areas, focusing on executive compensation and compliance matters. Her work experience also includes ESOPs and other tax-qualified defined contribution plans, tax-qualified defined benefit plans, and welfare plan compliance and design. Josie has worked directly with both the U.S. Internal Revenue Service and the U.S. Department of Labor.

Josephine also counsels a wide range of clients, including investors, investment funds, investment companies, fund managers (including registered investment advisers), private money managers and other institutional investors relating to the impact of ERISA and certain Internal Revenue Code requirements on such investments, including addressing ERISA plan asset and operating company compliance, such as matters relating to Venture Capital Operating Companies (VCOCs) and Real Estate Operating Companies (REOCs).