People

Biography

Kelly R. Berg is Counsel at Tuthill & Hughes LLP.  Kelly regularly serves in the capacity of outside tax and corporate counsel for nonprofit organizations, including public charities, private foundations, community foundations, institutional foundations, private operating foundations and charitable trusts.  She advises clients on a day-to-day basis about a wide range of nonprofit tax and corporate issues, including governance, planned giving, UPMIFA, unrelated business income tax, intermediate sanctions, self-dealing, termination of private foundation status through mergers or through operation as public charities, and issues relating to donor advised funds and supporting organizations.  She also represents clients in tax controversy matters at the federal and state level, and assists clients in obtaining IRS rulings.

Although her practice now focuses on the corporate and tax issues affecting nonprofit organizations, Kelly has extensive experience in all aspects of tax law, including estate and gift tax, income tax, corporate tax and partnership tax.

Presentations

Avoiding Pitfalls Through Good Governance
        2010 Rocky Mountain Nonprofit Conference
Fiduciary Duties of Directors and Officers
        2010 Institute on Advising Nonprofit Organizations
Public Charities, Private Foundations and Unrelated Business Taxable Income
        2009 Institute on Advising Nonprofit Organizations in Colorado
Grants to Supporting Organizations After PPA 2006
        Foundation Tax Group
Overview of Changes Affecting Exempt Organizations Made By PPA 2006
        Private Foundation Roundtable
Intermediate Sanctions Regulations
        ABA Tax Section, Exempt Organizations Committee Meeting
Guarding Against Excess Compensation
        2008 Institute on Advising Nonprofit Organizations in Colorado
Nonprofit Governance "Best Practices" After Sarbanes-Oxley
        Nonprofit Governance Series
State and Local Tax Aspects of Colorado's Conservation Easements
        Colorado Bar Association State and Local Tax Conference
Current Developments in Conservation Easements – The Gift That Keeps on Giving
        University of Denver Annual Tax Institute