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Gerald O'Connell is listed as Partner - Tax Planning at BakerAvenue Wealth Management at BakerAvenue Wealth Management, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Gerald O'Connell.
Gerald O'Connell previously worked as Partner - Tax Planning at Bakeravenue Wealth Management and Senior Tax Advisor at Moskowitz Llp, A Tax Law Firm. Gerald O'Connell holds Mba, Accounting from Warwick Business School.
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Advising High Net Worth Clients and Family Offices on Income Tax and Estate Tax strategies to preserve wealth and transfer it to the next generation. Specializing in Concentrated Stock diversification, Trusts and the Alternative Minimum Tax (AMT).
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San Francisco
Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, and foundations.Driven by our purpose, we strive to make a positive impact on society alongside financial return. We’re headquartered in San.
San Francisco
Advised individuals and businesses on tax efficient pension planning, estate taxation and use of charitable trusts.
New York City And San Francisco
Advising clients on strategies that maximize tax efficiencies. Key to this success is my ability to convey complex tax concepts to non-tax professionals in a clear and concise manner.
London, United Kingdom
I marketed bespoke cross-border investment products in various conservation and environmental projects that utilised European participation exemptions. I had responsibility for ensuring the tax, accounting and regulatory efficacy of these vehicles.
I researched and marketed tax structures that allowed earnings recognition of in-the-money derivative contracts without triggering a tax liability. I developed powerful convertible equity financing structures that allowed outsize ordinary income deductions with a corresponding inclusion on capital account as well as US Double-dip financing structures.
Promoted and executed bespoke funding structures using treasury stock and total return swaps which resulted in off-balance sheet accounting treatment for multinational borrowers. Responsible for all tax returns for the CAL JV entity including the resolution of an Anti-avoidance challenge on a prior year trade resulting in the settlement of potential £50m.
I used derivative contracts to provide tax hedging on foreign currency debt issued by multinationals. These solutions resulted in a one-time boost to corporate client earnings and cash position, as well as super-normal premium for Societe General.
Structured and originated Foreign Tax Credit transactions for US excess limitation taxpayers enabling the repatriation of low taxed foreign earnings. Responsible for commissioning and reviewing all associated tax opinions.
London And New York
Obtained excellent technical knowledge of US international provisions including: FTC planning, Sub-part F, planning with Entity Classification, Repatriations, Transfer Pricing, APB 23 and Fin 48. Good understanding of ASC 740. I also specialised in the taxation of derivative contracts and debt instruments. First in KPMG annual in-take to become fully.
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Gerald O'Connell works for BakerAvenue Wealth Management.
Gerald O'Connell is listed as Partner - Tax Planning at BakerAvenue Wealth Management at BakerAvenue Wealth Management.
Gerald O'Connell is based in San Francisco, California, United States while working with BakerAvenue Wealth Management.
Gerald O'Connell has worked for Bakeravenue Wealth Management, Moskowitz Llp, A Tax Law Firm, Gerald O'Connell, Conservation Finance International, and Dresdner Bank.
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Gerald O'Connell holds Mba, Accounting from Warwick Business School.
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