Responsible for overseeing tax compliance, tax accounting, Information Reporting Advisory and general tax advisory / tax planning for US entities

Handle all Tax responsibilities for the firm - tax planning, tax accounting, oversee income tax compliance, information reporting, investor tax reporting. Extensive time spent on partnership tax issues, asset management, securities trading, deferred compensation, cryptocurrency, Canada & Irish tax matters. Also, assist with drafting legal agreements.

My experience includes - Americas Tax Director at CS for 17 years handling domestic and international tax planning, tax accounting issues, financial reporting issues, audits by tax authorities, transfer pricing issues, information reporting and withholding issues, and M&A transactions. CS had a $400bn balance sheet in the US between its US subsidiary group and NY/ Cayman Branch. CS also had significant offices in Canada, Brazil, and Mexico that were under my mandate. For transfer pricing, I was the global head of transfer pricing for 2 years and have worked on TP issues for 20+ years. For example, I worked on 3 APA's, numerous global dealing issues, treasury funding issues, mutual fund advisory and distribution issues, IT cost allocations, services from low cost locations, charging a royalty for brand and pretty much any other cross border service / business issue in a large financial services firm. I have extensive experience in US and foreign banking, broker dealer, derivatives dealer, private equity fund, hedge fund and mutual fund tax issues. I have extensive experience with information reporting and withholding issues, including regular US withholding / reporting, FATCA, CRS, Qualified Intermediary, and 871(m). I had oversight for US Tax Operations at CS for 11 years. I am on the IRS Information Reporting and Withholding Advisory Committee (IRPAC). I have extensive experience in tax authority audit defense having settled numerous audits at CS spanning 16 tax years and also having been an IRS Auditor (Financial Products Specialist) for 5 years. I am very creative in solving tax issues within the parameters of other regulatory and business requirements. I am a strong leader that ensures that projects are executed timely and well. I have an extensive network of tax professionals in industry, tax advisers and government.

Americas Tax DirectorGlobal FATCA Responsible Officer

My experience includes - Americas Tax Director at CS for 15 years handling domestic and international tax planning, tax accounting issues, financial reporting issues, compliance issues, audits by tax authorities, transfer pricing issues, information reporting and withholding issues. For transfer pricing, I was the global head of transfer pricing for 2 years and have worked on TP issues for 20+ years. For example, I worked on 3 APA's, numerous global dealing issues, treasury funding issues, mutual fund advisory and distribution issues. I have extensive experience in tax issues relating to banking, broker dealers, derivatives dealers, private equity funds, hedge funds and mutual fund issues. I have extensive experience in information reporting and withholding issues, including regular US withholding / reporting, FATCA, CRS, Qualified Intermediary and 871(m). I am on the IRS Information Reporting and Withholding Advisory Committee (IRPAC). I have extensive experience in tax authority audit defense having settled numerous audits at CS and also having been an IRS Auditor (Financial Products Specialist) for 5 years.