Assisted a wealthy international family with philantropic planning and helped establish a charitable foundation to centralize their charitable giving efforts worldwide. We helped select a jurisdiction and local service providers to find the best tailored solution for the family.
Advised several international clients with accidental US citizenship on their expatriation process from the US to ensure tax efficiency while maintaining compliance with all US rules and requirements.
Assisted a wealthy international family on their pre-immigration planning as part of their move to the US and continue to provide advice on a multitude of issues, ranging from trust planning to US tax compliance.
State of New York, 2003
‘Expatriation and Compliance: What You Need to Know Now’, Tax Notes International - May 21, 2018
‘Treasury’s Investigation of U.S. Clients of Swiss Banks’, Corporate Business Taxation Monthly - February 2009, co-author
‘New Internal Revenue Manual Section on Auditing U.S. Withholding Agents’, Practical U.S./Int’l Tax Strategies - October 2008, co-author
‘Examining the Alcatel-Lucent and Daimler-Chrysler Mergers’, Corporate Business Taxation Monthly - June 2006, co-author
‘Authorities Learn from Market on Taxation of Credit Default Swaps’, Int’l Tax Review - Cap. Markets, 9th Ed. - April 2006
‘Is the Nation of Immigrants Punishing Its Emigrants: A Critical Review of the Expatriation Rules Revised by The American Jobs Creation Act of 2004’, Florida Tax Review, Vol. 7:1 - September 2005
‘Internal Revenue Service Issues New Partnership Withholding Rules’, BNA Tax Management - June 2005, co-author
‘Ruling Restricts Ability of Foreign Corporations to Use U.S. Treaty Benefits’, Int’l Tax Review - September 2004, co-author
American Bar Association
US-Austrian Chamber of Commerce
‘The OECD on CRS Anti-Avoidance,’ Advising Latin American Families in a Transparent World - June 21, 2018, speaker
Me in a minute
I wanted to be either an architect or an author
Growing up, I wanted to be either an architect or an author, but being a somewhat cautious person by nature, I ended up practicing law. I now spend most of my time advising high net worth individuals on pre-immigration planning, the US tax aspects of real estate investment and structures, estate planning, US tax compliance, and expatriations from the US. As part of the process, I have the opportunity to plan structures and often reduce the advice to writing - not that far from where I originally wanted to be.
I also practice my language skills and endeavor to learn new languages so that I can converse with my international clients in their own language as much as possible.