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Rose Connolly is an associate at Samuels Yoelin Kantor. She specializes in tax planning and controversy, estate and trust administration, and general business transactions. Ms. Connolly finds her passion in helping clients confront and resolve their tax and legal issues. Rose understands that taxes and legal processes can be overwhelming. She prioritizes transparent communication as she works through issues with her clients, educating them on their rights and legal remedies that may be available to them. Ms. Connolly is only licensed to practice in the Commonwealth of Massachusetts.
A Portland native, Ms. Connolly is a proud graduate of the University of Oregon where she majored in Economics and Spanish. After completing her undergraduate studies, Rose joined Teach for America, and taught bilingual fourth grade for two years in Brownsville, Texas. She continued to work for the Teach for America organization for a number of summers thereafter.
While at the University of Kentucky College of Law, an outstanding tax professor led her to pursue an LL.M. after graduation. Following her LL.M. in taxation at Boston University, Ms. Connolly worked as a senior associate in the Tax Controversy Services group of KPMG LLP’s Boston office. At KPMG, Rose represented clients in all areas of tax controversy before the IRS, from pre-dispute (voluntary disclosure) through examination, Appeals, and post-Appeals dispute resolution phases. Specifically, Rose assisted clients with late election relief, abatement of civil tax and international information return penalties, offers in compromise, expedited refunds, competent authority requests, and state residency disputes. Rose’s work also focused on corporate and partnership tax issues including the characterization of financing as debt or equity. Prior to joining SYK, Rose also worked for the Boston office of U.S. Trust as a senior tax accountant.
During her time in Boston, Rose served on the Boston Bar Association Tax Section Steering Committee, KPMG Associate Advisory Board. She was actively involved as the Vice-Justice of the Phi Alpha Delta Law Fraternity Int’l Boston Alumni Chapter. Rose is looking forward to getting involved in a number of local organizations, after recently returning to her hometown of Portland.