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Kelly Berchtold

Associate Director of Tax Services

Kelly Berchtold has nearly 15 years of experience delivering tailored international tax compliance, consulting and advisory services to a range of clients across sectors, including individuals, high-growth emerging companies, privately owned business, and large multinational enterprises.

She advises companies and international private clients on tax planning decisions, including the potential short- and long-term considerations and consequences of tax planning decisions and their related reporting requirements for U.S. tax purposes.

Berchtold focus includes U.S. international tax matters, including U.S. foreign-related information reporting requirements with respect to cross-border transactions and investments, tax attribute management, foreign tax credit computations, and tax planning issues.

A frequent speaker at tax industry events and webcasts, she has clients with operations on six continents.

Areas of Focus

  • Cross-border transactions
  • FIRPTA and tax withholding
  • Foreign tax credits
  • GILTI and Subpart F
  • Inbound and outbound international tax planning
  • International M&A, reorganizations and transaction structuring
  • Investments in U.S. property and assets
  • Partnerships and flow-through structures
  • Permanent establishment analysis
  • Pre-immigration planning
  • Tax attribute management
  • Treaty-based returns
  • U.S. international tax compliance

Education

  • Indiana University Kelley School of Business – Master of Business Administration with concentrations in Accounting and Financial Analysis
  • University of Florida – Bachelor of Science in Accounting

Industries Served

  • Entrepreneurs and growing companies
  • High-net-worth individuals
  • Inbound and outbound multinational business
  • Marketing and advertising
  • Media and entertainment
  • Technology