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Kimberlee is Withum’s International Services Market Leader with over 30 years of accounting and tax experience, and expertise in International Structuring, FATCA, Transfer Pricing, Inbound and Outbound Transactions, Expatriation Taxation/Global Mobility, and Executive Compensation Planning.
She serves on HLB’s International Tax Committee and has co-chaired the HLB North America Tax Services Group.
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Kimberlee has authored articles for numerous local publications and has been a frequent lecturer on tax, business and financial matters to the general public, and professional and business organizations. She coordinates and conducts continuing professional education training on all types of tax issues for the firm’s accountants and outside professionals. She resides in Mercer County, NJ. In addition to founding Withum’s Women’s Leadership Development Initiative (now, Women of Withum) in 2000, in 2002, Kimberlee received the Princeton YWCA Tribute to Women award. In 2007, Kimberlee was named a Woman of Influence in Finance by the New Jersey Women’s Fund, and in 2008 she was named one of the Best 50 Women in Business by NJBIZ. During 2012, Kimberlee was named “Woman of the Year” by Garden State Woman, received a salute to the Policy Makers award from Executive Women of New Jersey and was named a “Woman of Note” by the NJSCPA.
Latest Thinking
YouTube and Google: Withholding Tax
In general, the IRS says, “a foreign person is subject to U.S. tax on its U.S. source income. Most types of U.S. source income received by a foreign person are […]
Forms BE-10: Filing Requirement for U.S. Persons Owning Foreign Assets
Share UPDATE: The BEA is granting an extension of time to file Forms BE-10 to August 31st. Extension requests must be made on an individual filer basis. Every five years, […]
Captive Insurance Taxation: Compliance, Tax Reform and Section 953(d) Election
Share A “Captive Insurance Company” is a closely held insurance company whose insurance business is primarily supplied and controlled by its owners. Captives provide operational, business and tax advantages to […]