Kathleen Pfahlert Email & Phone Number

Dallas, Tx, Us

Dallas, Texas, United States

Dallas, Texas, United States

As a Director in A&M's Corporate Transformation Tax ("CTT") group, I lead a team focused on helping executive level clients across a variety of industries to identify tax, trade, and incentive opportunities yet to be tapped in their organization. My experience as a state and local tax professional with a historical emphasis on transaction tax uniquely positions me to advise on post-merger integration, performance improvement capabilities, legal entity rationalization, and other corporate… Show more As a Director in A&M's Corporate Transformation Tax ("CTT") group, I lead a team focused on helping executive level clients across a variety of industries to identify tax, trade, and incentive opportunities yet to be tapped in their organization. My experience as a state and local tax professional with a historical emphasis on transaction tax uniquely positions me to advise on post-merger integration, performance improvement capabilities, legal entity rationalization, and other corporate transformation scenarios. CTT partners with A&M's parallel performance improvement teams to effectuate enterprise wide change at a corporate scale. I pride myself on supporting the empowerment of our clients as they address goals and priorities that range from corporate reorganization/transformation to emergence from bankruptcy, all while unearthing internal synergies for a more tax efficient strategy. Show less

Dallas/Fort Worth Area

As a Senior with EY’s Indirect Tax practice in the Transaction Tax group, I provide state and local transaction advisory services to businesses nationwide that are evaluating potential acquisition targets or are contemplating divesting assets, divisions, or subsidiaries, as well as assist companies with the state income and indirect impacts of declaring bankruptcy. I also provide consult on identifying post-acquisition tax function improvements and more efficient structural alternatives. In… Show more As a Senior with EY’s Indirect Tax practice in the Transaction Tax group, I provide state and local transaction advisory services to businesses nationwide that are evaluating potential acquisition targets or are contemplating divesting assets, divisions, or subsidiaries, as well as assist companies with the state income and indirect impacts of declaring bankruptcy. I also provide consult on identifying post-acquisition tax function improvements and more efficient structural alternatives. In addition to state income/franchise taxes, I focus on non-income tax matters associated with mergers and acquisitions, reorganizations, and spin-offs, such as gross receipts/excise, sales and use, payroll, and property tax, as well as unclaimed property issues. My experience includes advising companies in a variety of industries, such as transportation, retail, pharmaceutical, manufacturing, food services, healthcare, technology, power & utilities, and professional services. Show less

Miami, Florida

State and Local Global Transaction Tax (M&A)

Miami, Florida

Miami, Florida

My responsibility at Side Project involved researching legal issues regarding nonprofit organizations, including tax and fundraising legal issues. My projects included research for an article regarding unrelated business income tax on a nonprofit organization, and the exceptions and exemptions within those rules; and how a nonprofit organization can utilize chapters and affiliates to expand. Through this research, I am very familiar with IRS rulings, and statutory language.

Miami, Florida

While at Southern Command, I researched legal issues involving tax law, property law, estate planning, & rarely, equal employment opportunities. I prepared demand letters and responses for my supervising attorney regarding these issues. My major responsibility was helping military personnel, veterans, and their families file tax returns, which often included explaining the outcome and consequences of their tax filings. I discussed future options with the clients to help put them in a better… Show more While at Southern Command, I researched legal issues involving tax law, property law, estate planning, & rarely, equal employment opportunities. I prepared demand letters and responses for my supervising attorney regarding these issues. My major responsibility was helping military personnel, veterans, and their families file tax returns, which often included explaining the outcome and consequences of their tax filings. I discussed future options with the clients to help put them in a better position for their tax return the following year. Show less

Miami, Florida

As FIU Law SBA Treasurer, I was responsible for the budget, totaling around $74,000. I maintained multiple ledgers which kept track of the money being spent on student organizations and other school events, and I was responsible for reporting to the SBA president periodically about the status of the budget. I helped student organizations get funding from SBA and from other sources, and I also consulted frequently with administration regarding our funds. During this time, I was also on a… Show more As FIU Law SBA Treasurer, I was responsible for the budget, totaling around $74,000. I maintained multiple ledgers which kept track of the money being spent on student organizations and other school events, and I was responsible for reporting to the SBA president periodically about the status of the budget. I helped student organizations get funding from SBA and from other sources, and I also consulted frequently with administration regarding our funds. During this time, I was also on a two-person team that helped plan the annual FIU Law Barrister's Ball, for which we secured a venue, planned a dinner, and hired entertainers for the black-tie event, of which about 230 students, professors, and alumni attended. Show less

Miami, Florida

As a student ambassador, I helped promote FIU College of Law to interested and accepted students. I attended events held at the school for these students, and answered questions about law school in general. I provided guidance to incoming and current students, and I also participated in webinars and other events aimed at recruiting students to attend FIU Law.

Sarasota, Florida Area

While I was a summer intern, I supported the litigation attorney at the firm by preparing and executing documents for her cases. I was mainly responsible for assisting the paralegals in their clerical entry work, and I would sometimes observe the attorneys during real estate closings.

Master Of Laws (Ll.M.), Taxation

Doctor Of Law (J.D.), Law, Cum Laude, Top 15%, Dean'S Scholar

Activities and Societies: FIU Law Review - Articles Editor; Negotiation Competition Team - National Runner-Up & 4th Place International.

Bachelor Of Business Administration (B.B.A.), International Business

Activities and Societies: Cum Laude; Honors College; Founding President of PreLaw Community