|
Download vCard
Education
L.L.M., University of Denver Graduate Tax Program, 1996
J.D., University of Colorado, 1990
B.A., Mathmatics, The Colorado College, 1987
Licensed
Colorado since 1990
Bar Association
American (Member, Exempt Organizations Committee)
Colorado
Denver
Colorado Women’s
|
Biography
Kelly R. Berg is a partner of Tuthill & Hughes LLP. Ms. Berg 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 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.
In addition to advising nonprofit organizations, Ms. Berg regularly advises individuals, estates and trusts with respect to tax and fiduciary issues. She is also a frequent conference speaker.
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 |
