Kelly E. Marks
Ms. Marks is a tax attorney practicing in the areas of partnership and corporate tax; real estate investment trust tax; and the taxation of mergers and acquisitions, private equity deals, joint ventures and equity compensation. She has expertise in New York State tax law, including sales and use tax. Ms. Marks has provided tax advice in connection with asset, stock and equity sales; stock offerings and private placements; and executive compensation, including deferred and equity compensation.
Ms. Marks also has experience in providing tax advice to exempt organizations, including hospitals, educational organizations, scientific research institutions and health maintenance organizations regarding joint ventures, tax-exempt financings, formation and application for exempt status, and general tax regulatory compliance. She has advised exempt organizations on not-for-profit governance issues.
Prior to becoming an attorney, Ms. Marks spent nine years in advancement and development at two higher educational institutions and a national health care organization, serving in managerial, regional giving officer and planned giving officer positions. That unique industry experience informs her work with tax-exempt organization clients.