Erin Campbell Email and Phone Number

• Lead consulting engagements and answered client questions on matters involving FATCA, CRS, QI, QDD, section 871(m), form review, cost basis, backup withholding, NRA withholding, cryptocurrency, and section 1446(f) withholding; wrote tax technical memoranda and performed research for GIR and other groups.• Lead information reporting engagements involving Forms 1099, Form 1042-S, insurance-specific forms, FATCA and CRS, and state forms.• Targeted and won clients; created proposals; spoke at industry-wide conferences and webinars.• Lead GIR team trainings; served as a coach, mentor, and teacher to staff and seniors; contributed to Deloitte inclusion initiatives.

• Advised clients on tax technical matters involving CRS, FATCA, 871(m), QDD, cost-basis, OID, Forms 1099 and 1042-S, and the reporting and withholding on various security types.• Drafted tax technical memoranda, client BRDs, instructional manuals, educational presentations, and matrices on the above regimes and forms; performed Lexis, BNA, and Westlaw research.• Researched operational methods of reporting in various jurisdictions under CRS and FATCA; drafted instructional documents outlining registration and portal submissions.• Managed budget/engagement economics for colleagues and clients.• Mentored and trained staff.

• Managed the offshore and US teams responsible for reviewing prospectuses to obtain information reporting attributes of various security types to enter into Broadridge’s TAXonomy product.• Established default tax classifications relating to NRA tax, FATCA, and cost-basis reporting for all security types in the TAXonomy database; answered client questions regarding same. • Provided sample cost basis and OID calculations as templates for Broadridge’s Form 1099 tax calculation products. Templates included OID on complex and less complex debt, bond premium, acquisition premium, and market discount.• Advised clients and Broadridge IT on tax computation engines so that gross income, deductions, and adjusted basis were calculated in compliance with the Internal Revenue Code and Treasury Regulations.• Drafted the tax technical subject matter of industry-wide presentations.

Represented physicians and chiropractors against auto insurance companies; drafted appellate briefs interpreting gray areas of the law; drafted motions, cross-motions, oppositions, and replies and argued same before judges; represented clients at arbitrations; and settled cases.

Drafted wills; drafted and filed petitions to probate wills, gain letters of administration and appoint successor trustees; drafted petitions; and conducted legal research concerning the Estates, Powers and Trusts Code, the Bankruptcy Code, and employment case law.

Assisted a tax attorney in estate planning; conducted legal research involving estate planning and IRS payment plans; assisted attorneys in commercial litigation department in drafting briefs on employment law and RICO Act; conducted legal research on binding case law; and prepared attorneys for oral argument by summarizing key precedents.

Privately taught Korean celebrity artists, such as the Wonder Girls and G.Soul. https://www.youtube.com/watch?v=QZBn1e9pr2Q&noredirect=1

• Prepared immigrant and nonimmigrant petitions and applications from start to finish. • Wrote extensive letters of support for each petition and application. • Communicated to clients how to obtain a visa in the most inexpensive and efficient way. • Was responsible for initiating visa renewal process, ensuring that no client went out of status.• Guided clients on consulate/embassy procedures.

Taught adults from all over the world.

Taught English as a foreign language to children all ages.