Bio

A versatile transactional attorney with a deep tax background, Kelly Marks advises clients on complex mergers and acquisitions (M&A) and joint venture transactions. Kelly is a corporate and tax attorney counseling clients on M&A and related tax considerations and joint ventures. Leveraging strong interpersonal and project management skills, she has led or co-led the deal teams providing legal and tax advice on a large acquisition in the self-storage industry, a majority investment in a telecom joint venture, and the sale or purchase of businesses in regulated industries, including the insurance, healthcare, education and not-for-profit industries. Kelly has provided tax and structuring advice on transactions involving real estate investment trusts, private equity funds, joint ventures and other partnerships. Kelly has also counseled management teams on incentive compensation packages in connection with the sale of their employers. In addition, Kelly has experience in the areas of corporate and partnership tax, executive compensation and tax-exempt organization compliance. Prior to becoming an attorney, Kelly spent nine years in advancement and development at two higher educational institutions and a national health care organization, serving in managerial, regional giving officer and planned giving officer positions. That unique industry experience informs her work with tax-exempt organization clients — enabling Kelly to provide practical advice based on her personal understanding of the operations of tax-exempt organizations. She is co-leader of Phillips Lytle’s Not-for-Profit Team.