Provided consulting services to clients for corporate and partnership restructuring to maximize the tax benefits in the
United States and foreign countries including international acquisition structuring and modeling of potential tax planning
▪ Provided consulting services to clients for merger & acquisition deals and advised clients on North America, Europe and
Asia Pacific tax issues which saved close to $100M for tax purposes.
▪ Reviewed US foreign filings including Form 5471, 5472, 8832, 8858, 8865, 926, 1120-F, 1116, 1118, 8992, 8993, FBAR,
K-2/K-3 for private equity firms with over $500 billion of asset under management
▪ Performed US/foreign outbound withholding analysis on foreign passive income tax treatment, REIT specific questions,
FIRPTA withholding issues and implications
▪ Associated multiple ASC 740 analysis documenting foreign withholding tax treatment issues, subpart F treatment of
company transactions and permanent establishment issues for multinational companies
▪ Constructed tax modeling to quantify the impact of GILTI, FDII, 199A PFIC and CTB election on foreign investments
▪ Facilitated tax training to junior staff on various triggering events of U.S. tax filing requirements and tax implications

Reviewed US foreign filings including Form 5471, 5472, 8832, 8858, 8865, 926, 1120-F, 1116, 1118, 8992, 8993, FBAR,
K-2/K-3 for private equity firms with over $150 billion of asset under management
▪ Reviewed foreign entities’ financials and advised clients on any U.S. tax leakage such as GILTI, Subpart F, and PFIC
▪ Researched current proposed and final tax regulations in order to ensure clients are compliant with the latest regulations
▪ Performed US outbound withholding analysis and associated compliance filing such as 1042, 1042-S 8804, and 8805
▪ Corresponded and communicated directly with clients/ the IRS and other tax authorities on client reporting issues

Orange County, CA
▪ Prepared and reviewed US foreign filings including Form 5471, 5472, 8832, 8858, 8865, 926, 1120-F and FBAR for
private equity firms with over $75 billion of asset under management
▪ Analyze FDAP/FATCA filing and documentation requirements for major private equity clients with foreign structures
▪ Lead FATCA & CRS reporting projects for various private equity firms with multi-billion assets under management