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Kelly Phillips Erb

Tax Attorney at Paoli, PA

Not yet reviewed
  • State Years
    Pennsylvania - PA 23 years
    New Jersey - NJ 26 years
  • Licensed for 23 years
    State PA
    Acquired 2000
    Status
    Active No misconduct found
  • Licensed for 26 years
    State NJ
    Acquired 1997
    Status
    Resigned Without Prejudice No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Kelly

Learn Kelly’s areas of practice.

4
Practice areas
  1. Tax
    60%
    Phillips Erb's primary practice area is tax law including: tax planning for corporations; domestic and international tax planning; formation and administration of nonprofit and charitable organizations; tax compliance work and tax controversy matters such as delinquencies, offers in compromise and audits.

    27 years

  2. Business
    20%
    Phillips Erb works with for profit and nonprofit corporations, including formation and tax advice. Additionally, she structuredsjoint venture and contract agreements between nonprofit and for-profit organizations.

    24 years

  3. Estate planning
    10%
    Phillips Erb drafts estate planning documents for high net worth individuals, including establishing and administering asset protection, business and dynasty trusts.

    27 years

  4. Probate
    10%
    Phillips Erb works in probate and estate administration for complex estates, including post-mortem planning techniques and elections by the Executor to minimize tax consequences and maximize efficiency.

    27 years

Kelly Phillips Erb is an attorney and shareholder with the Erb Law Firm, PC. She has both her JD and LL.M. in Taxation from Temple University School of Law. Her primary practice area is tax law including: tax planning for corporations; domestic and international tax planning; formation and administration of nonprofit and charitable organizations; tax compliance work and tax controversy matters such as delinquencies, offers in compromise and audits. 

 

Kelly is a member of the bars of Pennsylvania and New Jersey and is licensed to practice in front of the U.S. Tax Court.

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Location

Erb Law Firm PC
20 South Valley Road
Suite 100
Paoli, PA, 19301

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Cost

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Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Managing Attorney
  • The Erb Law Firm, PC
  • 2000 - Present
  • Associate
  • Eizen Fineburg & McCarthy
  • 1999 - 1999
  • Associate
  • Law Offices of John D. Bernetich, Jr.
  • 1997 - 1998

Education

  • Temple University - James E. Beasley School of Law
  • N/A
  • Temple University - James E. Beasley School of Law
  • LL.M - Master of Laws
  • N/A

Associations

  • Wissahickon Sustainability Council
  • Board of Directors
  • 2008 - Present
  • Pennsylvania Bar Association Solo and Small Firm Counsel
  • Board Member
  • 2006 - Present
  • Pennsylvania Bar Association
  • Member
  • 2000 - Present
  • Tax Supper Club of Philadelphia
  • Member
  • 2000 - Present
  • Senior Law Center
  • Volunteer
  • 2000 - Present
  • Philadelphia Volunteer Lawyers for the Arts
  • Volunteer
  • 2000 - Present
  • Philly VIP
  • Volunteer
  • 2002 - 2008
  • Roxborough Development Corporation
  • Executive Committee
  • 2001 - 2007
  • IRS VITA
  • Volunteer
  • 2000 - 2007
View all associations

Languages Spoken

  • English

Honors and Awards

  • 40 Under 40
  • Philadelphia Business Journal
  • 2012
  • ABA Journal Blawg 100 for 2012
  • ABA Law Journal
  • 2012
  • Awesome Attorney (Tax)
  • Suburban Life Magazine
  • 2012
  • ABA Journal Blawg 100 for 2011
  • ABA Journal
  • 2011
  • LexisNexis Top 20 Tax Law Blogs for 2011
  • LexisNexis
  • 2011
  • ABA Journal Blawg 100 for 2010
  • ABA Journal
  • 2010
  • ABA Journal Blawg 100 for 2009
  • ABA Journal
  • 2009
  • ABA Journal Blawg 100 for 2008
  • ABA Journal
  • 2008
  • Outstanding Volunteer of the Year
  • Philadelphia Volunteer Lawyers for the Arts
  • 2005
View all awards

Publications

  • NYTimes.com
  • With Online Sales Tax, Define 'Fair' - Room for Debate
  • 2011
  • Time.com
  • The Ten Riskiest Tax Moves
  • 2011
  • Legal Intelligencer
  • Capital Gains (Monthly column)
  • 2008
  • Forbes
  • Before It's Too Late
  • 2003
View all publications

Speaking Engagements

  • Practitioners Symposium and TECH+ Conference in partnership with the Association for Accounting Marketing Summit
  • Blogging Tax
  • 2012
  • Death and Taxes
  • Wills and Trusts
  • 2012
  • Avvocating
  • Social Media
  • 2012
  • BlogHer
  • Blogging and Taxes
  • 2008
  • Taxation for Nonresidents and Resident Aliens
  • Taxes and Immigration
  • 2007
  • BlogHer
  • Blogging and Taxes
  • 2007
  • Use of Trusts in Estate Planning: Basic and Intermediate Trusts
  • Trusts
  • 2006
  • Tax and Business Issues for Performance Artists
  • Tax and Business for Artists
  • 2006
  • Don't Fear the Tax Man
  • State and Local Taxes
  • 2006
View all speaking engagements

Attorney endorsements

Received (3)
Given (0)
Endorse Kelly
Unknown Attorney | Mar 02
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Dec 19
Relationship: Fellow lawyer in community
"Excellent lawyer."
Tax Attorney | Oct 26
Relationship: Fellow lawyer in community
"As a transactional business and franchise attorney, I often have tax issues that arise. When I have a complex tax issue, there is no one better to ask than Kelly. She is a fabulous person, mother and tax attorney. She always has great advice. Her blogs are stellar and recognized by the entire legal community. I value Kelly as a wonderful legal colleague who is a fabulous addition to any discussion. We sit on some of the same PA Bar Association committees and I always value her perspective and input."
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Paoli Tax Lawyer Kelly Phillips Erb
Kelly Phillips Erb
Tax Attorney
Paoli, PA
Licensed for 26 years