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January 18, 2019

Professional Profile

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Roy A. Berg, JD, LLM (US TAX)

Professional Status

  • 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