Practice: Kate’s practice is focused primarily on representing individuals and businesses in federal and state civil tax controversy matters. Her representation relates to representation before the IRS in all stages of civil tax controversies, from audit examination, appeals, complex collection representation, penalty matters, refunds, liens and levies, trust fund recovery controversies, and civil and criminal litigation against the IRS.
Admitted: 2004, Ohio; 2006, U.S. Tax Court; 2006, U.S. District Court, Southern District of Ohio, 2008 U.S. District Court, Northern District of Ohio.
Education: Capital University Law School, J.D. magna cum laude, 2004 (Order of the Curia) LL.M., Taxation, 2004; B.A., 2001; Capital University.
Member: Columbus (Member, Business Tax Subcommittee Chairman, 2007-present), Ohio State and American (Member, 2004-present, Civil and Criminal Tax Penalties) Bar Associations.
Biography:; Tax Consultant-State and Local Tax Group, Ernst & Young, LLP, 2004-2006; Associate, Terrence A. Grady & Associates, 2006-present.
Presenter: Regular presenter on various tax topics for the Ohio Society of CPAs, Columbus Bar Association and the Constitution Center. Recent presentations include a webinar for the Constitution Center on the Foreign Account Tax Compliance Act (December 17, 2014); and to the Columbus Bar Association’s Business Tax Committee on January 14, 2015