Experience

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  Miller, Cooper & Co., Ltd.

  • Deerfield, IL

  • Principal, International Tax.

    • 2015 - Present
    • Deerfield, IL

    Sample Projects- Implementing a plan for a US LP with Asian operations to structure its purchasing, selling and mfg operations to avoid deemed tax under subpart F Developing a tool that optimizes IC-DISC, Foreign Tax Credit and Sec 199 Mfrs Deduction benefits •Amending a return to recompute the FTC limit & double its annual IC-DISC benefits for its annual 200K+ export transactions •Amending another client’s tax returns to properly apply expense apportionment rules increased the Sec 199 ded'n and the FTC, generating $600K cash refunds Completing a transfer pricing study, revealing the old Big-4 firm was focused on a $60K yearly benefit of customs duty but ignoring a $500K yearly benefit from US export tax benefits Correcting the transfer pricing for a portfolio co. of a P/E fund resulted in refunds created by maximizing the group’s EIE deduction and reducing its UK tax Showing a CPA firm how its S Corp client’s use of a Sec 962 election could reduce tax on subpart F sales income generated by a German sub Mediating between a US P/E fund & the Nat'l Office of its Big-4 firm as to whether certain foreign operations generated subpart F income. Developing a structure for an S Corp to buy the other 50% interest in a UK co. it already owned, causing S Corp's after-tax cost to be -0- With tax counsel in Germany & Hong Kong, restructure of a US expatriate’s law firms resulting in the use of more than $1 million excess FTCs Implementing a position for a US public speaker to obtain refunds of tax withheld from her honoraria from engagements in Canada. Implementing structures used by foreign & tax-exempt investors to tax-efficiently invest in US real estate. Implementing a position in the purchase of a partnership that accelerated $10 million of foreign tax credits by supercharging foreign subsidiary E&P

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  Cherry Bekaert LLP

  • Partner, International Tax Atlanta, GA

  • International Tax Strategy for Mid-Market Businesses

    • 2013 - 2015
    • Partner, International Tax Atlanta, GA

    See Sample Projects under Miller Cooper & Co, Ltd.

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  McGladrey

  • Greater Chicago Area

  • International Tax Partner

    • 1993 - 2012
    • Greater Chicago Area

    I joined McGladrey in 1993 as a Regional International Tax Manager and was admitted to partnership in 1997. From 1999 to 2004, I served as the national practice leader for the McGladrey International Tax Services Office - a period during which the annual revenue of the practice grew fivefold and the additional 18 full-time professionals working 100% in international tax. From 2005 through 2012, I served as the Chief Technical Officer of the International Tax Services Office, focusing on development and implementation of innovative cross-border structures for global groups and on servicing the international tax consulting and audit defense needs of complex organizations headquartered in the U.S. as well as abroad.In addition, I also provided international tax consulting services to many of the 80-plus US member firms of the McGladrey Alliance, specialist US-based tax consulting services to the foreign offices of RSM International in over 70 countries, and international tax consulting services to other CPA and law firms worldwide.

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  Bradley University

  • Peoria, IL

  • Adjunct Professor

    • Aug 1994 - Dec 1995
    • Peoria, IL

    Redesigned curriculum and taught Principles of International Accounting to undergraduate students in their third and fourth years of the business program

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  Great Lakes Chemical Corp

  • West Lafayette, IN

  • International Tax Director

    • 1991 - 1993
    • West Lafayette, IN

    From 1991 through 1993, I was the International Tax Director for a publicly-traded multinational specialty chemical corporation that, during my tenure as advisor and as employee, grew its international activities from 5% of global revenue to over 70%, including several major acquisitions occurring during my employment. This position entailed significant responsibilities for multi-jurisdictional tax planning for global enterprises, their owners, and their employees.

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  Ernst & Young

  • Chicago

  • Senior Manager, Tax

    • 1984 - 1991
    • Chicago

    I started out in the "big" tax department, working with all kinds of clients in a number of industries. I found I liked working most with owner-managed companies and moved over to the Entrepreneurial Services Group in 1989. In 1991 I left to join my long-time client where we had both experienced a rapid learning curve in international finance.

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  Tubos Reunidos, S.A.

  • Bilbao Area, Spain

  • Intern, Internal Audit

    • May 1983 - Aug 1983
    • Bilbao Area, Spain

    The summer before Spain joined the European common market, Tubos Reunidos was preparing for its first-ever financial statement audit for the 1984 year. Working directly with the Director of Internal Audit, I diagrammed and documented the company's sales cycle. My work was used to train other accountants to perform the remaining necessary documentation.