Gary Curtis Email & Phone Number

Miami, Florida, Us

Miami, Florida, Us

Cleveland, Ohio, Us

Practice growth from less than 1 million base practice upon arrival to over $2 million in two years through extended services and new client pursuits primarily in the private equity owned arena. Promotion to Managing Director on 1/1/2019.Preparation and review of federal and state income tax returns for public and privately owned companies. Included preparation of Forms 1120, 1120-S, 1120-F, and 1065. Includes preparation of forms 5471, 5472, 8858, 8865, 8621, 8938, and foreign bank account reporting.Preparation and review of income tax provisions under ASC 740 for public nonclient clients and private clients. Enhancement of SOX tax controls for public companies. National designated reviewer of income tax provisions for Philadelphia and other offices.Provided audit defense services for income tax returns and other returns examined by the IRS, state, and local and other taxing jurisdictions.Assisted newly acquired manufacturing client nexus study for income and sales and use tax and implementation of voluntary compliance.Evaluation of impact of Wayfair case on clients and acquisition targets.Breakup of large multi-national company and divestiture to private equity groups. Included international restructuring to take advantage of favorable provisions under the Tax Cuts and Jobs Act to reduce federal income taxes. Leader of tax services provided to Transaction Advisory Services group nationally including tax due diligence. Drafting of tax section of quality of earnings reports and coordination with underwriters of representation and warranty insurance.Tax and business efficient sales and acquisitions of companies using F reorganizations.Member of National Tax Office Business Combinations group providing consultations to other firm members. Led presentations at the national Managing Director meeting for continuing educations and led webinar on Tax Cuts and Jobs Act impact on mergers and acquisitions for firm members and clients.

Cleveland, Ohio, Us

Long Beach, Ca, Us

Leader of Tax mergers and acquisitions practice.Led firm’s initiative to provide tax services to portfolio companies of private equity groups.Assisted with numerous sell side engagements structuring including use of F reorganization structures.Through attorney contact was engaged to provide tax consulting services and compliance services to a homebuilder relocating to the US from Canada previously served by a Big 4 firm.

Irvine, Ca, Us

Review and preparation of partnership income tax returns for numerous real estate funds.Preparation and review of individual income tax returns for for real estate professionals and private equity investors and professionals.Analysis of debt and equity including carried interest,Analysis and structuring of like kind exchanges.Compliance and consulting with respect real property held by tenant in common.Structuring of merger of private REIT and real estate management and development companies to maximize utilization of REIT NOL'sPreparation and review of federal and state income tax returns for public and privately owned companies. Included preparation of Forms 1120, 1120-S, 1120-F, and 1065.Prepared and reviewed individual income tax returns for executives of non-public clients and other private companies.Preparation and review of income tax provisions under ASC 740. Enhancement of SOX tax controls for public companies.Provided audit defense services for income tax returns and other returns examined by the IRS, state and local and other taxing jurisdictions. Implementation of Fin 48 in various private companies and public non-client companies.Consultations with clients regarding IRS initiative for compliance with foreign account reporting and other foreign reporting compliance.Numerous sell side engagements tax engagements including document reviews and structuring for clients, non-clients, and investment banking firm.Tax compliance and merger and acquisition consulting for large public foreign corporation in the medical device industry operations in the US.Sell side tax consulting for inbound foreign medical services corporation with revenues more than $500 million.Sell side planning for private equity portfolio company using a tax-free spinoff to allow for a future tax efficient exit of two separate business lines.Tax and business efficient sales of companies using F reorganizations.Tax planning for individuals moving out of state.

New York, Ny, Us

Tax Practice Leader of the Los Angeles tax practice. Member of firm’s national tax management committee charged with policy implementation and enforcement. Responsible for reviewing written tax advice across the firm. Evaluated and reviewed potential firm acquisitions.Preparation and review of federal and state income tax returns for public and privately owned companies. Included preparation of Forms 1120, 1120-S, 1120-F, and 1065.Responsible for income tax returns for High Net Worth Individuals in real estate and their related income tax returns.Preparation and review of income tax provisions under ASC 740 predecessor rules. Enhancement of SOX tax controls for public companies.Provided audit defense services for income tax returns and other returns examined by the IRS, state and local and other taxing jurisdictions. Assisted client with tax structuring of offering on the Alternative Investment Market (AIM).Part of the firm’s initiative to provide audit, tax and consulting services to companies and their owners for anticipated exit by Baby Boomers. Developed marketing materials for the firm CEO in this initiative.

New York, Ny, Us

Initiated dedicated practice in Southern California Tax Mergers and Acquisitions providing due diligence and structuring services to private equity groups and large clients of the firm. Provided tax diligence and structuring services to two of the three largest worldwide clients of the firm.Member of the Washington National Tax practice located in California to serve as a “Washington West” resource for firm’s tax practitioners.Member of firm’s Department of Professional Practice with responsibility for review of engagement letters. Led internal tax peer review for Mid-Atlantic region and Washington National Tax.Provided expertise in troubled debt restructuring tax services to firm practitioners. Included compliance and planning services for Section 382.Tax leader for national marketing campaign for services to private equity groups and their portfolio companies.

Preparation and review of federal and state income tax returns for public and privately owned companies. Included preparation of Forms 1120, 1120-S, 1120-F, and 1065.Responsible for income tax returns for High Net Worth Individuals in real estate and their related income tax returns.Preparation and review of income tax provisions under ASC 740 predecessor rules.Structuring of tax-free corporate transactions in mergers, acquisitions, divestitures, and spin-offs.Developed a niche specialization with other firm tax professionals and Management Consulting in Tax Reorganization Advisory Services for services in out of court and Chapter 11 proceedings. This included a deep specialization in in analysis of ownership changes under Code Section 382 and related tax planning. Transferred from Dallas to Los Angeles to expand Tax Reorganization Advisory Services to Southern California region.Assisted Japanese Practice Unit in debt restructuring services in real estate and other businesses.At request of Tax Partner in charge expanded Tax Reorganization Services to include Tax Merger and Acquisition Services as part of a national group. Dedicated group of tax practitioners in Southern California of approximately 20 dedicated professionals from internal and external recruiting sources.Group was dedicated to tax due diligence and structuring of strategic and financial transactions.Delivered non-compliance tax services such as accounting methods to portfolio companies of private equity groups.