Kelly is responsible for the management of the NES Financial legal department and has oversight of all legal matters on a day-to-day basis. She creates and implements the legal structures for NES Financial’s array of fund administration, trust, escrow, and 1031 exchange solutions. Kelly is a leading attorney with over 30 years of experience in federal income taxation and banking and fiduciary law. She brings unique capabilities to NES Financial, combining experience as a manager in the Office of Chief Counsel at the Internal Revenue Service National Office in Washington, D.C. with major law firm and Big Four accounting firm experience. Kelly also helped develop significant 1031 exchange guidance during her tenure with the IRS. She is a nationally recognized expert on all types of 1031 exchanges, including reverses, and writes and speaks frequently on these subjects. Kelly holds a J.D. degree from Harvard University and is admitted to the bars of California and Illinois.
NES Financial2017-08-03T18:27:37+00:00June 4th, 2016|