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.
Practice areas
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.
25 years
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.
22 years
Phillips Erb drafts estate planning documents for high net worth individuals, including establishing and administering asset protection, business and dynasty trusts.
25 years
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.
25 years
Languages spoken
English
State | Status | Acquired | Updated |
---|---|---|---|
PA | Active | 2000 | 07/01/2022 |
NJ | Resigned Without Prejudice | 1997 | 07/12/2022 |
Legal answers | 0 |
Legal guides | 0 |
Award name | Grantor | Date Granted |
---|---|---|
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 |
Title | Company name | Duration |
---|---|---|
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 |
Association name | Position name | Duration |
---|---|---|
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 |
Publication name | Title | Date |
---|---|---|
Forbes.com | Taxgirl | 2012 |
Forbes Magazine | Tackling Those Confusing 1099 And W-2 Changes | 2012 |
Time.com | Divorce and Taxes: Five Thing You Need To Know | 2011 |
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 |
taxgirl.com | taxgirl.com | 2004 |
Forbes | Before It's Too Late | 2003 |
School name | Degree | Graduated |
---|---|---|
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 |
Conference name | Title | Date |
---|---|---|
Death and Taxes | Wills and Trusts | 2012 |
Avvocating | Social Media | 2012 |
Practitioners Symposium and TECH+ Conference in partnership with the Association for Accounting Marketing Summit | Blogging Tax | 2012 |
BlogHer | Blogging and Taxes | 2008 |
BlogHer | Blogging and Taxes | 2007 |
Taxation for Nonresidents and Resident Aliens | Taxes and Immigration | 2007 |
Use of Trusts in Estate Planning: Basic and Intermediate Trusts | Trusts | 2006 |
Don't Fear the Tax Man | State and Local Taxes | 2006 |
Tax and Business Issues for Performance Artists | Tax and Business for Artists | 2006 |
Hovanes Margarian, Unknown Attorney on Mar 2, 2015
Relationship: Fellow lawyer in community
I endorse this lawyer.
Christian Lassen, Estate planning Attorney on Dec 19, 2010
Relationship: Fellow lawyer in community
Excellent lawyer.
Nancy Lanard, Tax Attorney on Oct 26, 2010
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.