Kimberly Iaconelli

CPA, Director

2000 Market Street
Suite 500
Philadelphia, PA 19103
p 267.886.1104
f  215.496.9604

Kim Iaconelli, a director at Friedman LLP, has over 25 years of experience in public accounting. She has provided tax, accounting and consulting services to clients in a range of industries, including construction contractors, real estate developers and lessors, professional service firms, retail businesses, hospitality providers, restaurants, service enterprises and high-net-worth individuals. Before joining Friedman, Kim was a partner at a regional public accounting firm in south New Jersey.



Expertise

Kim specializes in tax planning, consulting, research and compliance services for closely-held businesses, as well as for high-net-worth individuals.

She is experienced in:

  • Developing and executing tax and financial planning strategies, and providing tax compliance services, for closely-held businesses and their owners
  • Helping to implement both inter-vivos and testamentary wealth transfer plans
  • Researching SALT issues for multi-state entities
  • Planning for the utilization of federal and state tax credits
  • Reviewing corporate, partnership, individual, gift, estate and trust returns
  • Representing clients in federal, state and local tax examinations

Kim also presents in-house training seminars on a variety of tax topics.

Affiliations
  • American Institute of Certified Public Accountants
  • New Jersey Society of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • Philadelphia Estate Planning Council