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Grove Ave., Apartment West Hollywood, CA
bilingual attorney with extensive crossfunctional practical experience.
Core competencies are:
Mergers and Acquisitions,
U.S. and International
Tax Planning and Compliance,
Key areas of expertise
include Subpart F, transfer pricing, corporate reorganizations, and
crossborder leasing and financing transactions
Training & Recruiting.
Certified Public Accountant
ChicagoKent College of
Law, Chicago, Illinois
Masters in Taxation LL.M.
in International Taxation,
Juris Doctor J.D. with
emphasis on Corporate Law & Taxation, June
Illinois Institute of Technology,
Stuart School of Business, Chicago, Illinois
Masters in Business Administration
University of Illinois,
Bachelor of Arts B.A.
in Psychology, June
A threeyear sabbatical
from professional employment to complete a major volume of nonfiction.
Target completion date: September .
CUSHMAN & WAKEFIELD,
INC., Los Angeles, California
An International Commercial
Real Estate Firm that provides Global Real Estate Solutions
Research and survey
commercial properties using online real estate database software such
as CoStar and RealQuest.
CoM.le and document
relevant sales, purchases, and lease documents using Microsoft Office
word and excel spreadsheets.
Calculate and process
Deloitte tax LLP
A subsidiary of
Deloitte & Touche USA LLP, the US member firm of Deloitte Touche
Tohmatsu. Deloitte Tax is a leading professional services firm
providing business advisory and tax consulting services
International Tax Manager
tax transactions using tax treaties to minimize US and foreign income
taxes for USbased multinational clients.
Completed the international
tax analysis and due diligence on a number of mergers and acquisitions
projects for private equity and corporate strategic buyers.
in understanding the implications of international tax developments
before making tax effective foreign investments.
GLOBAL RECRUITERS NETWORK,
A National Executive Search
Developed and managed
client accounts in a high volume and fast paced environment.
level technical professionals through networking and recruitment action
and candidates expectations through active communications, counseling,
Extensive use of
database software and programs, including consulting and placement solutions
and internet search engines.
Swiss projectbased architectural firm
and accounting due diligence on architectural projects prior to formal
Created and delivered
standard and ad hoc reports for senior management teams; identified
reporting issues which impacted data availability and integrity and
actively proposed solutions to ensure best practices.
leading manufacturer of construction and earth moving equipment,
mining equipment, diesel and natural gas engines and industrial gas
European Tax Manager,
Caterpillar Sarl, Geneva, –
International Tax Planning
Manager, Caterpillar Inc., Peoria, Illinois,
Senior Tax Attorney,
Caterpillar Inc., Peoria, Illinois, –
tax oversight for Caterpillar manufacturing companies operating in Germany,
Italy, the CIS, and for all Caterpillar Financial Services subsidiaries
in Europe, Africa, and the Middle East a
total of Taxable Entities; $M of Income Taxes. Emphasis was
on the planning and implementation of various acquisitions and restructuring
initiatives, management of postrestructuring efforts, and government
representation and compliance.
U.S. and International
Taxation: Worked with Caterpillar’s business services managers
and corporate services departments Legal, Accounting, Treasury, &
HR to ensure that Caterpillar operations in my assigned territories
were structured, funded, and operated in a tax efficient manner taking
business and operational concerns into account. Quantified and communicated
the tax implications of various transactions as they related to current
and proposed U.S. tax legislation. Coordinated responses to IRS,
state and local tax audits and appeals, as well as audit information
requests for Caterpillar entities in Germany, Italy, and the CIS. Managed
government auditors during visits to Caterpillar facilities, and represented
Caterpillar entities at official government hearings.
team member on a subpart F and income recharacterization project.
Negotiated favorable tax rulings to reduce the project’s implementation
costs by more than $M. Project annual aftertax cash savings
Mergers & Acquisitions:
Conducted market research on potential acquisitions, evaluated the strategic
alternatives, and developed and implemented the restructuring strategies
and tax structures on a number of corporate acquisition projects to
further growth initiatives. Focused legal and tax due diligence
to minimize the tax consequences of the mergers and acquisitions and
postmerger integration issues.
Acquisition of an
Italian subsidiary and its subsequent merger with two existing Caterpillar
manufacturing entities in Italy to secure annual aftertax cash savings
of $.M for years.
HR Training and
Recruitment: Developed and implemented personnel conflict resolution
strategies for change management issues that arose within the context
of restructuring initiatives. Served as a strategic and tactical
business partner to Executive Management for purposes of handling facets
of training and human resources related issues i.e., new hire orientation,
succession planning, and annual performance reviews for a department
of persons. Created, wrote, and edited a bimonthly
publication to inform management of the domestic and international fiscal
newsworthy items that affected operating businesses.
GARDNER, CARTON & DOUGLAS,
Chicago, Illinois –
A midsized national law
firm with specialization in corporate, employee compensation and benefits,
on employee benefits law ERISA for corporate clients.
Developed the design
and plan features of various qualified and nonqualified employee benefit
plans including executive compensation plans and employee incentive
plans; and interfaced with vendors for the benefit plans and counseled
clients on plan compliance testing issues.
and restatements of Defined Benefit and Defined Contribution plans and
prepared IRS applications for Private Letter Rulings and other determinations
on various plan issues.
to information requests from the Department of Labor, PBGC, and the
Assisted in litigation
i.e., prepared written motions and petitions on various matters in
the areas of general corporate and employee benefits law.
Background from Earlier Periods Include:
for funding proposals RFPs from corporations, private foundations,
and government agencies; and prepared the formal program proposals and
reports for fundraising.
Managed the design,
layout, and content of the publication and marketing materials used
to develop and recruit for the various program components.
managed the annual budgetary process, negotiating with internal business
units on under/over recovery issues; and prepared the annual business
plan and financial forecasts.
Managed and supervised
a staff of .