Kelly Davis

Principal
CLA Phoenix

Email Linkedin
T: {{ formatPhoneNumber( '602-604-3526') }}

Education

Bacholer of Science - Accounting, The College of St. Catherine

Overview

Firm lead on Employee benefit plan consulting services Employee Benefit Plan Tax, ERISA and compliance matters Affordable Care Act - Employer Plans Executive compensation, 457 Plans, 409A compliance, welfare plans, fringe benefits Employee benefit plans in Mergers / Acquisitions

Upcoming speaking engagements

Resources and event materials

In the community

Chair AICPA Employee Benefit Plans Tax Technical Panel AICPA Healthcare Reform Tax Task Force Western Pensions Benefits Council - Phoenix Chapter