Kate, a partner at Allen Matkins in the Los Angeles office and Co-Chair of the firm’s Tax & Joint Ventures group, has extensive experience in tax planning and structuring for partnerships, REITs, Opportunity Zone funds, and other types of investments and taxpayers, including formations, financing transactions, acquisitions, restructurings, debt workouts, liquidations, and bankruptcies. Kate's clients include real estate funds, private equity funds, hedge funds, Fortune 100 companies, REITs, mid-market companies, high net worth individuals, and Opportunity Zone funds. Kate is also a leading authority on the new partnership audit rules that were enacted by the Bipartisan Budget Act of 2015, and she wrote the Bloomberg B Tax Management Portfolio on those rules.
Prior to joining Allen Matkins, Kate was a principal and head of partnership tax for CliftonLarsonAllen and was a member of the Partnership Transaction Planning & Economics Group in the National Tax Department of Ernst & Young LLP. Kate also practiced at another law firm for more than 10 years. Having worked at both accounting firms and law firms, Kate understands the entire life cycle of a tax issue, from structuring, drafting, and negotiating all the way through to reporting items on a return and defending the return in an audit.
Kate has spoken at numerous conferences around the country. She has also published articles in Tax Notes and Corporate Taxation and has served as a contributing author of Colliers on Bankruptcy Taxation. Her comments have been reported on by the New York Times, the Forbes Money and Market blog, Tax Notes, the Bloomberg Daily Tax Report, Law360, and other publications.
Kate served as a clerk for Judge Easterbrook of the U.S. Court of Appeals for the 7thCircuit.
- J.D., The University of Chicago, Order of the Coif
- Ph.D., Princeton University
- B.A., summa cum laude, Wellesley College
Bloomberg Tax Management Portfolios
This Portfolio discusses the rules enacted by the Bipartisan Budget Act of 2015 that govern partnership audits and adjustments.