Kelly Rubin is a federal tax lawyer practicing primarily in the areas of corporate tax, U.S. and cross-border M&A, financings, and securities offerings. She advises clients from a wide variety of industries on tax-related issues, including federal and international tax planning, compliance, withholding, and reporting.
Kelly has extensive experience in providing tax advice on offerings of U.S. and foreign issuer stock, investment-grade, high yield, and convertible notes and complex financial instruments, as well as exchange offers, tender offers, and consent solicitations. She has represented borrowers and lenders on numerous syndicated and single-lender financings, including cross-border and incremental financings and financings involving mezzanine, second lien, or other junior debt.
Kelly has advised public and private companies, hedge funds, and private equity firms on U.S. and cross-border M&A transactions and other tax-efficient planning. She has helped clients navigate complex withholding and compliance issues, including those relating to tax treaties, FIRPTA (Foreign Investment in Real Property Tax Act), and FATCA (Foreign Account Tax Compliance Act). Her practice extends to chapter 11 and out-of-court restructurings. She also advises clients with respect to tax equity and monetization of tax credits, including the energy tax credits introduced by the Inflation Reduction Act.
Kelly is a graduate of the State Bar of Texas Tax Section Leadership Academy (2016-2017) and the current chair of the General Tax Committee of the State Bar of Texas Tax Section.
Tax Credits for Sale: Opportunities for Financing Renewable Energy and Carbon Reduction Projects Under the Inflation Reduction Act
- April 18, 2023
New York Institute of Credit Annual Credit Smorgasbord: Panel on Driving Growth in the Renewable Energy Sector
- January 25, 2023
D.C. Bar Taxation Community's Annual Tax Conference, Manufacturing Tax Credits and Incentives Under the IRA
- November 7, 2022
Cryptocurrency Taxation, MACPA's Advanced Tax Institute Conference
- October 14, 2022
Panoply of Hot Topics – The World Beyond the New Acronyms and Pillars, ABA Tax Section
- May 16, 2022
Cross-Border Tax Provisions in Stock and Asset Purchase Transactions, Tax Executives Institute
- May 16, 2022
Post-Acquisition Cross-Border Integration and Restructuring Planning, Tax Executives Institute
- January 26, 2022
Developing Tax Efficient LIBOR Transition Strategies, Texas Tax Section
- August 1-2, 2019
Co-Director of 37th Annual Advanced Tax Law Course in Houston, TexasBarCLE
- January 25, 2019
Choice of Entity Considerations Post-Tax Reform, Tax Law in a Day, State Bar of Texas
- November 17, 2015
TEI Dallas Chapter Tax Seminar
- New York University (LL.M. in Taxation 2016); Harvard University (J.D. 2012); Cornell University (B.A. in Classics 2009; Phi Beta Kappa)
- Texas and New York