Kristin is a corporate associate at Davis Graham & Stubbs LLP with a focus on tax, employee benefits, and tax-exempt organizations.

Kristin has extensive knowledge of the Colorado Revised Nonprofit Corporation Act and has assisted many nonprofit and tax-exempt organizations as they navigate formation by drafting the necessary organizational documents and applying to the Internal Revenue Service for tax-exempt status.

Kristin advises nonprofit organizations that operate in various industries, such as education, healthcare, and small business lending, on day-to-day operational issues such as negotiation and revision of service agreements and regulatory compliance. She also works closely with nonprofit organizations in various transactions and mergers with other nonprofit organizations, tax-exempt status changes, and other corporate structuring projects. Kristin is also proficient in controlled group analyses and the additional restrictions applicable to tax-exempt organizations that qualify as private foundations.

On the employee benefits side of her practice, Kristin works with employers to effectively structure and administer their retirement benefit offerings to their employees. This practice includes retirement plan and amendment drafting, review and negotiation of administrative service agreements, and plan failure compliance and correction. Kristin is familiar with the requirements and corrective processes reflected in Revenue Procedure 2021-30, the Employee Plans Compliance Resolution System, as updated by SECURE 2.0.

Kristin also assists the Mergers and Acquisitions practice group at Davis Graham as an employee benefits specialist, performing due diligence and identifying and resolving employee benefits issues within the context of major asset and equity deals. Kristin is familiar with the requirements imposed by ERISA, ACA, HIPAA, and COBRA for retirement and health and welfare offerings.

Prior to joining the Davis Graham, Kristin received her J.D. from the University of Colorado Law School and her B.B.A. in Economics from the University of Iowa’s Tippie College of Business, where she competed on the women’s golf team.

Practices & Industries

Admitted In

Colorado

Education

The University of Iowa, B.B.A., 2019

The University of Colorado Law School, J.D., 2023

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