Shannon heads our US tax controversy and compliance team in the private client and tax department.

She is known globally as a go-to attorney for individuals and families facing complex U.S. tax and reporting matters, particularly those requiring discretion, strategic judgment, and cross-border coordination.  

With more than twenty years of experience in tax controversy, Shannon represents individuals, corporations, and partnerships in high-stakes federal and state tax disputes.  She develops strategic, proactive responses designed to resolve matters as efficiently and privately as possible, while securing optimal outcomes.  She works closely with family offices, accounting firms, trust and estate counsel, immigration counsel, and private advisors to resolve complex and sensitive U.S. tax matters for their high-net-worth families as part of a cohesive advisory team. 

Shannon's practice focuses on sensitive tax matters and resolution options for U.S. and international families, often involving their closely held businesses, sophisticated wealth-transfer structures, and international investments. Over the past year alone, she has represented clients with assets spanning more than 20 countries.  Shannon regularly advises on tax, trust, estate, and business matters before the IRS and has represented prominent politicians, business leaders, musicians, and professional athletes.

In addition to the traditional tax controversy matters – including audits, appeals, or tax litigation – Shannon has extensive experience in advising clients on issues regarding foreign bank account reporting (FBAR) obligations, FATCA reporting, and means of voluntarily coming forward to remediate historic compliance deficiencies proactively such as the Internal Revenue Service’s Offshore Voluntary Disclosure Program, Streamlined Filing Procedures, and counseling clients regarding a menu of options. Shannon has represented hundreds of U.S. taxpayers to resolve potential IRS issues with respect to undisclosed foreign bank accounts and unreported foreign gifts.

Known for her steady judgment and collaborative style, Shannon is a trusted resource to advisors navigating significant tax exposure on behalf of their clients.  Advisors praise her ability to fit together resolution options across family members, trusts, and entities in a way that preserves and reinforces existing planning structures.