Resume

Kathy L Hoover, Esq, LLM, CPA

614-398-0848 • KathyLHoover@EsqLLMCPA.com 

EDUCATION

Capital University Law School, Columbus, OH

 

     - L.L.M. – Taxation May 2017 – Magna Cum Laude

o    CALI Excellence for the Future Awards®

o    Advanced Income Tax Problems – Fall 2015

o    Dean’s List

o    Spring 2017

   - J.D. January 2017

o    Pro Bono Legal Honors – 808 Hours

o    2017 Recipient of Capital University Law School’s Pro Bono Spirit Award

o    CALI Excellence for the Future Awards®

o    Payment Systems – Summer 2015

o    Dean’s List

o    Spring 2014

o    Fall 2015

o    Student Ambassador – Leader

o    2015-2016

o    Fall 2016

o    2016 Recipient of Beverly C. Bishop Memorial Scholarship

o    Women’s Law Association

o    2016 – 2017 Treasurer

o    2013 – 2014 Evening Class Representative

Franklin University, Columbus, OH

 

   - Bachelor of Science – Accounting, April 1998

PROFESSIONAL AFFILIATIONS

Bar Admission

o    State of Ohio - 2017

Certified Public Accountant

o    Ohio – May 17, 2004

American Society of Women Accountants – Columbus Chapter

o    President Elect – 2006-2007

o    Hospitality Chair – 2005-2006

LAW RELATED EXPERIENCE

Jeckering and Associates, LLC, Columbus, OH / Mechanicsburg, OH

Associate, May 2017 – Current

·         Draft filings including: Pleadings, Answers and Motions

·         Trials, Hearings

·         Clients

Volunteer Income Tax Assistance (V.I.T.A.) – Capital University Law School, Columbus, OH

Site Supervisor, November 2015 - Current

·         Train and supervise Volunteer Staff

·         Maintain Tax Clinic for Clients

·         Meet with Clients to review interviews

·         Review prepared tax returns for Quality Review

·         Submit returns to the Internal Revenue Service

Capital University Law School – General Litigation Clinic, Columbus, OH

Certified Legal Intern, Fall 2016

·         Interview and represent clinic clients as a Certified Legal Intern

o    Including: Divorce, Will and P.O.A. Documents, CPOs, Housing cases

·         Assist with prosecution for The City of Hilliard Mayor’s Court as a Certified Legal Intern

Southeastern Ohio Legal Services, Columbus, OH

Extern - Law Clerk, Summer 2015

·         Interviewed clients and prepared various tax documents for Attorney review including

o    Offers in Compromise package

o    Prior year(s) outstanding tax returns

o    Drafted letters to Internal Revenue Service to resolve disputes

·         Attended Client Meetings and met with Attorney on cases

·         Researched various tax positions and solutions

·         Followed up with Clients for missing information

·         Maintained client files and information

Capital University Law School Pro Bono Legal Honors Program

       Legal Aid Society of Columbus - Law Clerk – Housing Team, Summer – Fall 2016

·         Represent Clients as a Certified Legal Intern

·         Attended Client Meetings and met with Attorney on cases

·         Researched various issues

·         Followed up with Clients for missing information

·         Maintained client files and information

·         Drafted Letters and Motions for Attorneys

 Legal Aid Society of Columbus - Law Clerk – Tax Team, Fall 2016

·         Interviewed clients and prepared various tax documents for Attorney review including

o    Prior year(s) outstanding tax returns

o    Cancelation of Debt Forms

·         Researched various tax positions and solutions

·         Maintained client files and information

Columbus Bar Association -  Fall 2016

·         Answered incoming calls and gave lawyer information through referral system

·         Responded to messages for referrals

Brief Advice Legal Aid Clinic - Feb 2016, March 2016, April 2016; June 2016, July 2016, Aug 2016, Oct 2016, Nov 2016

·         Assisted lawyers with intake, interview, and advice of walk-in, low-income clients

Bailiff for Moot Court - March 2015, March 2016

·         Maintained Courtroom Schedule and kept time for competitions

Bankruptcy Bypass Clinic - March 2015, March 2016, May 2016, July 2016

·         Interviewed clients and prepared summary of debts for eligible clients for Attorney

Witness for Ohio Poverty Law Center Mock Trial Training Program - August 2015

·         Prepared with Lawyers participating in trial training; acted as witness during mock trial

Southeastern Ohio Legal Services, Law Clerk – Summer 2015

·         Interviewed clients and prepared various tax documents for Attorney review including prior year(s) tax returns

·         Researched various tax positions and solutions

·         Maintained client files and information

Expungement Clinic - March 2015

·         Interviewed clients and prepared expungement forms for Attorney

V.I.T.A.  - Volunteer Tax Return Preparer, Spring 2014; Spring 2015

·         Met with and interviewed clients

·         Prepared tax returns

OTHER PROFESSIONAL EXPERIENCE

Continental Real Estate Company, Columbus, OH

Controller – Partnerships, January 2004 – February 2015

·         Reviewed and abstracted Operating Agreements, Leases, Loan Agreements, Development Plans and Purchase Contracts for various operating and development projects to ensure compliance with requirements and covenants

·         Researched Real Estate Tax Parcels for accuracy of title and verified tax and acreage amounts

·         Calculated and tracked 704(c) and 704(b) equity, built in gain, book up and step up

·         Prepared GAAP and Tax Basis workpapers for preparation of Annual Audits and Returns

·         Allocated Land and Building Costs for acquired regional shopping center.  Part of center was demolished and part remodeled and redeveloped; involved multiple calculations and schedules and coordination with multiple departments

·         Allocated purchase price and cost of goods sold for land and property sales to third parties

o    Reviewed Closing Statements for fees, allocations and payments

·         Calculated Federal, State and City taxes; including Commercial Activity Tax

·         Recorded assets purchased and developed, including interest capitalization and asset classification

·         Reviewed CAM reconciliations for various property types

·         Worked with Finance Team to coordinate loan closings and payoffs and related documentation

·         Worked with Property Management Teams to ensure accurate AP, AR, and budgets

·         Reviewed Semi-Annual Real Estate Taxes for accuracy and valuation

·         Responsible for Cash Management on daily basis and maintain banking relationships

·         Annually prepared W-9 and 1099s

·         Submitted Monthly, Quarterly and Annual reports to Third-Party property management clients

Jones Lang LaSalle Companies, Columbus, OH

Property Accountant

Eastland Mall – June 2002 – December 2003 & Northland Mall March 2001 – November 2002

·         Prepared month-end closing entries and financial statements for owner

·         Prepared annual budget and quarterly forecasts and accounted for variances.

·         Aided in shuttering of mall and termination of leases, collection of termination fees and all Financial Statements

·         Computed annual year-end CAM, Food Court and Real Estate Tax Reconciliations

·         Analyze budgets and compute recovery ratios for CAM and Real Estate Tax and Food Court

·         Prepared monthly occupancy reports for management

·         Reconciled balance sheet accounts on a monthly and accrued income and expenses

·         Solely responsible for collections; supervised coding, approval and input of accounts payable

·         Reviewed leases as needed to ensure accurate rents are received and leases were tracked

·         March 2003 - 2002 Collections Award

·         March 2002 – Special Achievement Award – Retail Client Accounting

GBQ Partners. LLP, Columbus, OH

Staff Accountant, May 2000 – April 2001

·         Prepared workpapers and reconciled financial information

·         Prepared federal, state, local and county returns based on workpapers

·         Worked with managers and clients to obtain accurate information for returns from clients

The Slane Company, Gahanna, OH

Assistant Controller, June 1998 – May 2000

·         Developed and maintained accounting functions and procedures for a multi-property setting

·         Set up a standardized financial statement format

·         Consolidated financial statements for related properties

·         Installed accounting software and transferred data to new system

·         Supervised accounting of affiliated entities; supervised A/P clerk and reviewed input of invoices

·         Supervised A/P clerk and reviewed input of invoices

·         Prepared workpaper information to aid in preparation of tax returns

·         Verified accuracy of tax returns and maintained contact with tax accountant

·         Implemented system to keep track of local tax compliance and filed returns in timely manner

·         Solely responsible for cash management; maintained relations with bankers and loan officers

Arshot Investment Company, Columbus, OH

Assistant Controller, July 1996 – May 1998

·         Prepared workpapers for tax preparers for over 60 companies; including preparation of annual adjustments and accruals

·         Computed depreciation and amortization of assets

·         Assisted in management of accounts payable

·         Performed extensive account analysis and special project auditing

·         Annually prepared W-9 and 1099s; reviewed 3^rd Party Management reports, monthly

·         Prepared some tax returns

Accounts Payable, February 1995 – July 1998

·         Processed Expense and Capital invoices

·         Maintained verbal and written contact with vendors

·         Completed special projects