Professional Experience

Walter’s 20 years of experience covers a wide variety of US domestic and international tax issues spanning many industries, including real estate, financial services, manufacturing, pharmaceuticals, hi-tech, energy and resources, and healthcare.  Walter has served these clients in mergers and acquisitions, international structuring, tax return filings, revenue agent reviews, state tax issues, and other matters.  Since relocating to London in January 2007, he has been responsible for providing substantial US tax consulting and reporting services for numerous global investment funds, with a primary emphasis on private equity and real estate funds with non-US investments.

Projects

• Delivered large scale US federal reporting for numerous global investment funds, delivering US tax reporting for all US investor types utilising and developing the latest generation technologies;

• Extensive experience in US consulting and reporting matters for numerous US and non-US based global investment funds, with substantial emphasis on private equity, real estate, and financial services;

• Extensive consultations on various European based multinational (FTSE 250) US tax matters, including domestic and international structuring, withholding, treaty issues, capital/financing structure planning, and US federal, state, and local tax reporting;

• Advised on mergers and acquisitions and US tax due diligence, both sell and buy side;

• Assisted fund managers with US investor requests, including advice on negotiating side letter provisions and acquisition and exit strategies; and,

• Developed control processes for tax departments within Fortune 500 companies.

Speaking Engagements

Walter frequently speaks at technical tax conferences for clients and tax practitioners across Europe, the Middle East and Asia.  Walter speaks and is involved with panel discussions on US tax issues involved with investment into the US, business reorganisations, investment fund acquisitions, bankruptcies and debt work-outs, latest US legislative developments, and global fund reporting matters.

Professional Experience

Jared has 11 years of experience providing comprehensive US tax advisory and compliance services to his clients.  As an advisor, Jared has led clients through various transactional matters, including pre-acquisition diligence, deal structuring, and post-acquisition structure rationalisation.  With respect to compliance, Jared has been responsible for meeting federal, state. and local tax reporting requirements for a diverse base of clients operating in a variety of industries.  Jared also has significant experience in assisting non-US corporations in navigating US-inbound taxation matters.

Projects

• Issued comprehensive advisory memorandums and opinions on US inbound taxation matters, addressing the needs of UK SMEs and large listed multinationals;

• Served as US tax advisor to UK corporations expanding to the US through acquisition as well as through direct investment;

• Assisted non-US private equity and real estate funds in meeting the needs of US tax relevant partners in satisfying reporting requirements as well as advising on transactions;

• Developed systems and processes to complete large-scale compliance projects for global investment funds and large multinational corporations; and,

• Represented clients in resolving US federal, state, and local tax controversy matters.

Speaking Engagements

Jared has travelled across the UK addressing clients on US corporate taxation matters.  In addition to speaking to growing enterprises planning to enter the US market for the first time, he’s also spoken to more established businesses looking for guidance in responding to changes in the US tax landscape.