She has learned that understanding a client’s WHY is key to tailoring an R&D model that fits within the customer’s business operations, resulting in lower tax burdens and increased cash flow.

Areas of Expertise

Kerrie’s main focus is R&D tax credits. Her hands-on approach coupled with her go-getter attitude creates the perfect combination to help clients create growth, integrate new technologies, and keep innovation and jobs in the U.S. She has extensive experience helping businesses of all sizes, ranging from architecture to construction, manufacturing to machine shops, and agriculture to technology, claim available research and development tax credit benefits.

Membership & Professional Associations

Texas Bar Association

More About Kerrie

Favorite Quotes:
“Seek first to understand, then to be understood.” Stephen R. Covey
Treat others the way you want to be treated.

Favorite Food:
Korean

Favorite Country Visited:
Ireland

Favorite Office Supply:
Colored pens and notepads

Favorite Way to Spend a Saturday:
Going on a walk or hike

  • Bachelor’s degree, Texas Tech University
  • Master of Business Administration – Texas Tech University
  • Juris Doctor -University of Houston

 

Kerrie started her legal career working in probate and elder law. She also worked for two large national firms specializing in R&D credits prior to joining JLK Rosenberger.