Kelly is a director with Baker Tilly’s private wealth international practice. She has more than 10 years of experience working with high-net-worth individuals. Prior to joining Baker Tilly, Kelly provided tax services at a UK tax firm specializing in taxation of Americans abroad and started her career in the high-net-worth tax practice at a Big Four firm.
- Expertise in individual income tax issues, focusing on high-net-worth individuals with cross-border tax issues and disclosure requirements
- Leads complex, individual tax compliance and consulting engagements
- Mitigates global tax burdens for our clients through exit tax planning, invoking tax treaty benefits and advising on non-U.S. investment holdings such as Passive Foreign Investment Companies (PFIC)
- Collaborates with professionals in our international network who protect and enhance our clients’ value globally
- Consults on inpatriation and expatriation planning, foreign investment planning, foreign pensions and trusts, issues related to nonresident investors, tax treaty planning, foreign tax credit maximization for individuals and close-company shareholders
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- “Capital gains treatment for dividends from foreign corporations,” The Tax Advisor, co-author, 2024
- “U.S. clients with international tax issues: Five helpful tips,” The Tax Advisor, author, October 2022
- “Private Wealth,” Baker Tilly International EMEA Conference, speaker, June 2022
- “International Issues for Individuals,” Baker Tilly Tax Summit, speaker, December 2021
- “International Tax Issues for Individuals,” MNCPA Annual Tax Conference, speaker, November 2021
- “International Tax Updates for Individuals,” 2020 vTAC, speaker, December 2020
- “International Tax Compliance,” Baker Tilly, speaker, January 2020