Katie is a member of the firm's Tax, Benefits & Compensation Department. She focuses her practice on federal and state income taxation of corporate, flow-through, and tax-exempt entities, as well as individuals. Katie divides her practice between providing tax support for business clients and representing developers, syndicators and investors in federal and state tax credit transactions, including historic, new markets, low-income housing and film tax credits.
Katie has extensive experience representing non-profit organizations in obtaining and maintaining their tax-exempt status and is well-versed in the law of tax-exempt organizations, including the rules governing private foundations, various federal and state reporting requirements, and the tax on unrelated business income.
Recent Speaking Engagements and Publications
· "IRS Releases Additional FATCA Guidance," co-author, Edwards Angell Palmer & Dodge Client Advisory, April 2011.
· "Rhode Island Personal Income Tax Revamped," co-author, Edwards Angell Palmer & Dodge Client Advisory, June 2010.
· "Taxation of Carried Interest Legislation Nears Enactment," co-author, Edwards Angell Palmer & Dodge Client Advisory, May 2010.
· "Increased Medicare Tax on Wages and Self-Employment Income Over Certain Threshold Amounts & New Medicare Tax on Unearned Income of Individuals, Estates and Trusts," co-author, Edwards Angell Palmer & Dodge Client Advisory, April 2010.
· "New Requirements for Nonprofit Hospitals under the Patient Protection and Affordable Care Act of 2010," co-author, Edwards Angell Palmer & Dodge Client Advisory, March 2010.
· "President Signs HIRE Act - Provides For Business Tax Incentives and New Withholding and Reporting Requirements For Foreign Financial Institutions," co-author, Edwards Angell Palmer & Dodge Client Advisory, March 2010.
· "Recent Massachusetts Legislation Provides $250 Million in Tax Incentives for Certified Life Sciences Companies," co-author, Edwards Angell Palmer & Dodge Client Advisory, October 2008.
· "New U.S. Tax Rules and Their Impact on Bermuda Employers," co-author, Edwards Angell Palmer & Dodge Insurance and Reinsurance Update, December 2006.
News & Publications
April 2012, The Low-Income Housing Tax Credit - 2012
May 2011, The Low-Income Housing Tax Credit - 2011
May 11, 2011, Team Led by Chris Graham Authors New Guide to Business Formation in Rhode Island
April 2011, Client Advisory - IRS Releases Additional FATCA Guidance
April 7, 2011, ACO Update: IRS Issues Guidance on the Participation of Tax-Exempt Organizations in the Medicare Shared Savings Program Through Accountable Care Organizations
October 13, 2010, EAPD Business Law Update - Capital Gains Tax Holiday
June 2010, Client Advisory - Rhode Island Personal Income Tax Revamped
May 28, 2010, Congratulations to EAPD client, Palladium Equity Partners, LLP on Acquisition
April 2010, Client Advisory - Increased Medicare Tax on Wages and Self-Employment Income Over Certain Threshold Amounts & New Medicare Tax on Unearned Income of Individuals, Estates and Trusts
March 25, 2010, Client Advisory - President Signs HIRE Act - Provides For Business Tax Incentives and New Withholding and Reporting Requirements For Foreign Financial Institutions
March 2010, Client Advisory - New Requirements for Nonprofit Hospitals under the Patient Protection and Affordable Care Act of 2010
October 2008, Client Advisory - Recent Massachusetts Legislation Provides $250 Million in Tax Incentives for Certified Life Sciences Companies
June 25, 2008, Attorneys recognized at EAPD's Second Annual Pro Bono Award Reception
December 1, 2006, Insurance and Reinsurance Update - December 2006
Edwards Angell Palmer & Dodge LLP
Industries
· Tax-Exempt Organizations
Memberships
· Boston Associates' Committee