Combining a law degree with extensive tax strategy experience, Kelly provides a unique perspective that helps push deals past otherwise difficult obstacles. As Corporate and Pass-Through Tax Partner, Kelly handles the tax side of all private equity and investment fund transactions. Her dual background in accounting and law, and her extensive experience in corporate and individual tax planning, contribute to the ongoing success of our equity sponsors and investment funds.
Kelly specializes in the following tax services:
- Deal structure and strategy from a tax perspective
- Post acquisition financial and tax support services
- State and local tax consulting
- Corporate and pass-through tax compliance, consulting and strategy
Kelly began her accounting career with Deloitte & Touche LLP, and later joined Softbank, Inc., where she handled tax matters specifically related to the investment fund. In addition, she served as Tax Manager for WTAS, Inc.’s Boston office.
A graduate of Northeastern University and New England School of Law, Kelly is a member of the Massachusetts Bar Association and is licensed to practice law in the state of Massachusetts. Kelly also obtained an LL.M. in Taxation from Boston University School of Law. She currently serves on the Boards of ViceRoy Capital Management and the Canton Association of Business & Industry. Additionally, Kelly is a member of the Membership and Marketing Committee for NAIOP.