Representative Legal Matters
Audited the wealth holding structures comprised of numerous trusts and underlying companies worth more than USD 1 billion of an extended South American family.
Obtained the removal of US tax penalties on a foreign estate valued at over USD 100 million through an IRS Appeals proceeding.
Acted for a former US ambassador in making a voluntary disclosure to the US Internal Revenue Service.
Conducted a review of all foreign grantor trusts with potential US beneficiary tax exposure under the 2017 tax reform for a large trust company.
Assisted the founder of a Silicon Valley start-up in obtaining tax-free treatment of the proceeds from selling interests in the company worth over USD 10 million.
Professional Associations and Memberships
- STEP - Affiliate member
- California~United States (2008)
- New York University School of Law (LLM Taxation) (2012)
- University of California at Berkeley (Boalt Hall) (JD) (2008)
- University of California at San Diego (BA Political Science / Political Theory) (2005)
- Palo Alto
Panel Speaker, “Holding Company Jurisdictions”, Steuerkonferenz 2017, Institute of Financial Services Zug, May 2017
Speaker, Hearing on Proposed Treasury Regulations under Internal Revenue Code section 1411, April 2013
Co-author, “Americans Living Abroad Face Double Taxation in 2013,” Tax Notes, Feb 2013
Co-author, “Why Canadian Residents May Soon Owe U.S. Tax,” Journal of International Taxation, December 2012
Co-author, “The Corporate Residency Proposals,” North America Tax News and Developments, April 2009