Robert Kennelly
JD/MBA/CPA
** *** ****** *****, *******, GA 30327-4212
Phone: 404-***-****
Email: ********@*****.***
SUMMARY
Accomplished accounting/finance/legal professional with law degree with
extensive big firm management experience (KPMG tax partner) and
business ownership experience.
EXPERTISE IN:
. Real property development
. Commercial and residential management
. Tax and business consulting
. Budgeting, forecasting and projections
. Financial statement preparation and analysis
. Business acquisition analysis
. Legal document preparation and analysis
. Coordination with regulatory authorities
. Professional staff management
EXPERIENCE
Emerald Coast Development Partners LLC, Surf Partners LLC, Flagler
Partners LLC, Ormond Partners LLC and Sweetwater Estates Partners LLC,
Atlanta, GA and Flagler Beach, FL
Managing Member, General Counsel and CFO
November 1996 - Present
. Subdivision planning including zoning, engineering, forecasting,
development and sales
. Preparation of financial statements and forecasts
. Review/drafting of acquisition and disposition documents for
projects and investments
. Company incorporation, annual reporting and documentation of
transactions and management of company legal affairs
. Management of day-to-day operations for rental properties
. Primary responsibility for financing and banking relationships
. Tax planning and tax return review
Kennelly & Associates, Atlanta, GA (concurrent with the real estate
business)
June 2003 - Present
. Tax return preparation and planning for selected clients
. Assistance with IRS audits
. Tax Research
Brickstone Mortgage, LLC, Atlanta, GA (concurrent with the real estate
business)
Managing Member, General Counsel and CFO
May 2003 - July 2004
. Drafted the operating agreement and managed legal affairs for the
company
. Purchased technology systems and furnishings and negotiated the
office and equipment leases
. Managed all aspects of the accounting system and financial
reporting
. Set up and managed compensation systems
. Responsible for licensing and interaction with regulatory agencies
. Hired staff and mortgage brokers and negotiated compensation
systems
. Certified mortgage broker
KPMG LLP, Atlanta, GA
Tax Partner
June 1980 - October 1996
. Responsible for management of tax client consulting and tax
preparation services including:
o Individual tax planning, estate planning and personal financial
planning
o Tax return review
o Partnership and S corporation specialty
o Mergers and acquisitions tax planning for closely held clients
o IRS audits of individuals, estates, partnership and corporate
clients
o Tax shelter analysis and projections
o Tax provision preparation and review for KPMG audit clients
o State and local audits for corporate clients
. Managed tax managers and professional staff
. Responsible for new business development
. Developed and directed computer training for tax professionals
. Tax Computer Applications Coordinator
EDUCATION
Emory University School of Law, Atlanta, GA
Juris Doctor (JD), June 1980
Goizueta School of Business at Emory University, Atlanta, GA
Masters of Business Administration (MBA), June 1980
Emory College, Atlanta, GA
Bachelor of Arts (BA), June 1975
PROFESSIONAL LICENSES
State Bar of Georgia
Certified Public Accountant
MEMBERSHIPS
American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants
State Bar of Georgia
VOLUNTEER /COMMUNITY WORK
Leadership Atlanta. Class of 1998
Former President of the Council an Battered Women and board member
Former Vice President of the Atlanta Chapter of the Juvenile Diabetes
Foundation and board member
Former Atlanta Youth Soccer Association Board Member
Soccer coach and team manager