Overview
Kelly serves client needs related to tax consulting, planning and compliance. She focuses on privately held companies, serving primarily the agribusines industry and cooperatives (producers, grain elevators, ag supply companies, implement dealerships). Kelly comes from a farm background and understands the nuances of agriculture. She enjoys assisting producer clients with tax planning, financial reporting, production accounting, succession planning and farm transition. Within the cooperative space, she focuses on federal and state strategic tax planning, specifically around Section 199A, ASC740 calculations, maximizing cooperative and member patronage benefits, and representation before the IRS and other state taxing authorities.
Kelly is a frequent speaker in the areas of ag taxation and farm succession planning, as well as contributor to CLA agribusiness blog.
Education
Bradley University - BS, Accounting
Bradley University - MBA, Concentration in Managerial Accounting
In the community
National Society of Accountants for Cooperatives
American Institute of Certified Public Accountants
Illinois CPA Society
Bureau County 4-H Programs