TSG - Tax Specialist Group

Partner at Moodys LLP (Moodys Tax Advisors is a co-ordinated strategic offering delivered through three affiliated entities: Moodys LLP; Moodys Gartner Tax Law LLP; Moodys US Tax Advisors)
Eighteen years experience in tax, estate planning and finance
Concentrates practice in domestic and international tax issues, estate planning, succession planning, executive compensation, and tax controversies
Frequent speaker at conferences sponsored by industry and professional organizations on topics including international taxation, estate planning, probate, partnership taxation, probate, and tax-exempt bond financing, in particular:
- Offshore Voluntary Disclosure Initiative (OVDI)
- Report of Foreign Bank and Financial Accounts (FBAR/ Form TD F 90-22.1)
- Foreign Trusts and filing of Form 3520 and 3520-A
- Hiring Incentives to Retain Employment Act (HIRE Act); and
- Foreign Account Tax Compliance Act (FATCA)
Presenter, Tax Seminars International — 2012
Presenter, STEP — 2012
Presenter, New York State Bar Association — 2012
Presenter, Canadian Bar Association — Elder Law Division — 2012
Presenter, Tax Specialist Group — 2012
Presenter, RBC Private Banking — 2011
Presenter, RBC Private Wealth Management — 2011
Presenter, RBC Dominion Securities — 2011
Presenter, America West Bank — 2007

Memberships

Member - Practice Council to New York University's International Tax Program Practice Council
Member - American Bar Association, Tax Section and various international and estate tax subsections
Member - New York State Bar Association, Tax Section
Member - Advisory Board, Journal of International Taxation, appointed by Managing Editor Robert Gallagher, 2012
Member - Seattle Estate Planning Council
Member - Society of Trust and Estate Practitioners
Member - Board of Directors, Washington Economic Development Finance Authority (WEDFA), appointed by Governor of the State of Washington, 2006
Member - Legislative Committee, Washington State Bar Association, appointed by Washington State Bar Association Board of Governors, 2006
Member - Eastern Washington Advisory Board, Washington Policy Center, appointed by Board of Directors, 2005
Member - Democrats Abroad, Calgary
Member - American Chamber of Commerce, Calgary

Academic Background

Trust and Estate Practitioner conferred by the US and Canadian STEP, 2011
New York University School of Law, LL.M (Taxation), 1994
New York University School of Law, JD, Cum Laude, 1993
University of California, Berkeley, BA, Economics, 1990
Admission to bar:
- Federal District Court, Eastern District of Washington, 1997
- United States Tax Court, 1995
- Washington State Bar Association, 1994
- State Bar of California, 1993