Spencer Fane LLP is pleased to announce Kelly Mooney has joined the firm as of counsel. She will be part of the Tax, Trusts, & Estates practice group and work out of the firm’s Phoenix office.
Mooney’s practice focuses on handling complex matters related to federal taxation, working with attorneys in other practice groups to structure transactions that comply with federal tax law, offer tax relief when applicable, and provide tax-efficient results for her clients. She regularly assists clients with tax planning and analysis for partnerships, LLCs, and corporations; real estate joint ventures organized as LLCs and general and limited partnerships; and individuals.
“Spencer Fane understands that tax issues impact virtually every aspect of business, investment, and personal wealth management,” said Andy Federhar, Spencer Fane office managing partner in Phoenix. “We understand our clients’ needs to assist them with finding the best solutions to favorably handle their tax liability, and Kelly’s experience in handling these matters through collaborative analysis fits well with our firm’s approach to client service.”
Mooney has an accomplished track record of representing clients before the Internal Revenue Service and other taxing authorities on ruling requests, civil controversy cases, and collection matters. Her work has included successfully negotiating the settlement of several complex and multiyear IRS examinations and cases involving the imposition of trust fund penalties and contested claims for refund.
In addition, Mooney has substantial experience in handling the tax issues of tax-exempt and other nonprofit organizations, including public charities and private foundations.
Mooney regularly makes client and professional presentations related to taxation issues. She completed her undergraduate studies and earned her Juris Doctor from the University of Arizona and later obtained an LL.M. in taxation from the University of San Diego.