Kate Phelps is a Principal and Tax Service Delivery Leader at CliftonLarsonAllen LLP (CLA), where she advises real estate owners and family offices on complex tax and advisory matters. With 16 years of experience, Phelps specializes in multi-asset class taxation and pooled fund structures, focusing on accurate, timely K-1 reporting to maintain investor confidence.

Over the last year, she has led a high-profile key account with sophisticated ownership structures while implementing automation technology to enhance data validation. This initiative significantly reduced manual effort, allowing her team to focus on higher-value advisory work.

Phelps also provides crucial guidance on legislative changes, helping clients maintain a long-term perspective amidst regulatory uncertainty. Beyond her technical role, she serves as a career coach at CLA, emphasizing leadership development and professional retention.

Her industry involvement includes participation in organizations such as Bisnow and the AICPA, where she contributes to discussions on real estate taxation. She is also an active supporter of the CLA Foundation and local food banks, reflecting her commitment to community service.