E-mail:
kim@psh.com
(tel) 401-861-8200 (fax) 401-861-8210
Ms. McCarthy advises clients concerning the federal and state tax, employee benefit, and health care regulatory implications of business decisions. She provides technical tax, ERISA/employee benefits, and health care regulatory assistance in business planning. She also assists in business succession planning; and drafts and evaluates employee benefit plans, including health insurance; non-qualified deferred compensation, and executive compensation plans. Additionally, Ms. McCarthy provides professional auditing services, assisting clients in determining whether existing programs and policies comply with applicable tax law, ERISA, COBRA, HIPAA, MSP, and other related laws.
She represents clients before state tax boards and the Internal Revenue Service, Department of Labor, and Division of Taxation, as well as before state and federal agencies and assists tax exempt organizations in obtaining tax exempt status, advises them on operational issues, and intercedes with the IRS on their behalf. Ms. McCarthy also provides advice and counsel to individuals with regard to tax and employee benefits matters including compensation and estate planning.
Ms. McCarthy instituted a firm-wide initiative that encourages employees to support Children's Friend & Service, an organization dedicated to helping disadvantaged Rhode Island children thrive. Additionally she was named by Providence Business News as a 2005 40 Under Forty award recipient for her career success, community involvement and a commitment to making a difference.
EDUCATION
Boston University, LL.M., 2002
Boston College Law School, J.D.,
magna cum laude, 1994
Brown University, A.B.,
magna cum laude, 1991
PROFESSIONAL AFFILIATIONS
American Bar Association
Massachusetts Bar Association
Rhode Island Bar Association
Committee on Taxation
REPRESENTATIVE PUBLICATIONS
"Governor Amends Rhode Island Mini-COBRA to Extend COBRA Subsidy; Action Required by May 1”, Partridge Snow & Hahn LLP Take Note E-news, April 2009
"2009 Stimulus Bill: Expansion of COBRA Coverage”, Partridge Snow & Hahn LLP Take Note E-news, March 2009
"Recent Economic Developments Affecting Your Personal Planning" Partridge Snow & Hahn LLP Client Alert, January 2009
"Has the Current Market Limited Your Ability to Use Endowment Funds as a Current Funding Source?”, Partridge Snow & Hahn LLP Take Note E-news, October 2008
"Employers Sponsoring 401(k) Plans Exposed to New Risk " Partridge Snow & Hahn LLP Client Alert, March 2008
"Potential for Tax Exposure – and Missed Planning Opportunities " Partridge Snow & Hahn LLP Client Alert, June 2007
COMMUNITY ACTIVITIES
Children’s Friend & Service
Board of Directors
Chamber Coalition Government Affairs
Committee
BAR MEMBERSHIPS
Rhode Island, 1995
Massachusetts, 1994
U.S. Tax Court, 2000
U.S. Supreme Court, 2001
U.S. District Court, Rhode Island, 1998
U.S. District Court, Massachusetts, 1995
U.S. Court of Appeals, 1st Circuit, 2000