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Gregory C. Walsh

Partner
Baker & McKenzie Zurich
Not admitted to practice law in this jurisdiction

Biography

Gregory Walsh is an attorney in the International Tax and Global Wealth Management practice groups and head of the FATCA/CRS practice at Baker McKenzie in Switzerland. In connection with tax and wealth management matters, he also has substantial experience advising clients in corporate and securities issues.

Gregory focuses his practice on international tax planning and global wealth management matters. He advises financial institutions and private clients on trust and company structures, FATCA and CRS compliance, US withholding tax and Qualified Intermediary compliance, tax treaty issues, individual and corporate tax planning, financial institution tax compliance and tax regularization matters. He advises closely held businesses and wealth management enterprises in restructuring and compliance matters. He also serves as counsel to global executives in connection with cross-border and mobility planning and compliance.

Gregory speaks regularly on financial institution tax and automatic exchange of information (AEOI) compliance issues and has presented at conferences in Europe and the Middle East. He has developed training and compliance materials for financial institutions in these areas and he has lectured at universities and for private educational providers on AEOI, US tax, international tax, and wealth management matters.

In connection with international tax and wealth management matters, Gregory also advises clients in diverse corporate law issues including mergers and acquisitions, securities transactions and compliance, corporate governance and commercial transactions. As part of a cross-border practice, he regularly assists clients in interdisciplinary matters in both English and German.

Practice Focus

Gregory focuses his practice on international tax planning and global wealth management matters. He advises clients on trust and company structures, FATCA and CRS compliance, US withholding tax and Qualified Intermediary compliance, tax treaty issues, individual and corporate tax planning, financial institution tax compliance and tax regularization matters.

Gregory also advises clients in diverse corporate law issues in connection with cross-border wealth management matters, including mergers and acquisitions, securities transactions and compliance, corporate governance and commercial transactions.

Professional Associations and Memberships

  • New York State Bar Association - Member
  • American Bar Association - Member
  • International Bar Association - Individual Tax and Private Client Committee

Admissions

  • District of Columbia~United States (2012)
  • U.S. Tax Court~United States (2012)
  • New York~United States (2011)
  • Colorado~United States (2004)

Education

  • Georgetown University Law Center (LL.M. Taxation, with Distinction) (2012)
  • Duke University School of Law (LL.M. International & Comparative Law) (2004)
  • Duke University School of Law (J.D.) (2004)
  • Dartmouth College (B.A. Government, with Honors) (1998)

Languages

  • English
  • German
  • Spanish

Previous Offices

Washington, DC

Publications

Co-author, "United States: Highlights of Legal and Tax Differences of Statutory Foundations and Private Foundations," Trusts & Trustees, June 2022

Co-author, "Beneficial Ownership Reporting in the United States - Part II," Baker McKenzie Client Alert, March 2022  

Co-author, "EU Sanctions on Trusts Connected to Russian Persons – Major Impact on Wealth Management Industry and Clients," Baker McKenzie Client Alert, April 2022

Co-author, "External asset managers face new ESG obligations," (www.juliusbaer.com), December 2021   

Co-author, "IRS Cracks Down on Net Worth Declarations in Expatriation Filings," Baker McKenzie Client Alert, November 2021

Co-author, "Net Investment Income Tax Not Subject to FTC Offset under US Tax Treaties," Baker McKenzie Tax News and Developments, September 2021