Provided in-bound and out-bound international tax consulting and compliance services including worldwide tax minimization planning through international structuring, check-the-box planning, foreign tax minimization, IC-DISC implementation, etc. Taught CBIZ training on international tax and spoke at external seminars on international taxation. Performed integral role in building the international tax practice for San Diego, Orange County Business Unit.

Built and managed a successful tax planning, tax controversy, estate planning and business transactional law practice serving several large, prominent clients with very diverse domestic and international tax and legal issues. Represented clients in both civil and criminal tax matters. Served as family attorney for several high net worth clients.

Managed several tax professionals in performing compliance and consulting services for closely held companies and high net worth individuals. Worked closely with KPMG’s National Office on several high profile consulting projects. Handled several audit and appeals matters with IRS and FTB.

Performed research and drafted memoranda regarding in-bound and out-bound international tax advice to multinational corporations and individuals. Worked on several large structuring projects involving tax-free corporate reorganizations, corporate formations and liquidations, “check-the-box” planning, etc. Other areas of focus included foreign tax credit planning, subpart F income issues, foreign tax regime advice, in-depth treaty analysis, taxation of related party loans and other related… Show more Performed research and drafted memoranda regarding in-bound and out-bound international tax advice to multinational corporations and individuals. Worked on several large structuring projects involving tax-free corporate reorganizations, corporate formations and liquidations, “check-the-box” planning, etc. Other areas of focus included foreign tax credit planning, subpart F income issues, foreign tax regime advice, in-depth treaty analysis, taxation of related party loans and other related party transactions, and the taxation of incentive stock options. Worked closely with E&Y’s National office in the preparation of a ruling request regarding expatriation under section 877 of the Code. Show less

Provided estate planning, tax and other legal services to large, closely-held businesses and high net-worth individuals. Drafted protests and Tax Court petitions. Handled appeals before the IRS and the New Mexico Taxation and Revenue Department. Handled large family limited partnership (FLP) planning projects focusing on maximizing vaulation discounts. Served on the Board of Directors of the Tax Section of the New Mexico Bar.