Areas of Expertise IRS Amnesty Programs (Streamlined & OVDP) US citizens living overseas US nonresidents Foreign asset reporting EB-5 investors Certifications/Credentials CPA, licensed in Virginia Education Master’s of Accounting, American University BS, Business Administration–Accounting & Finance, American University Languages Spoken English Mandarin [...]
Areas of Expertise International organization employees and retirees US nonresidents Certifications/Credentials CPA Education BBA, focus in Accounting, The College of William and Mary Languages Spoken English Tax Manager Kristen provides senior technical tax advice and assistance to long-term clients; supports [...]
Areas of Expertise High-net-worth individuals International organization employees US citizens living abroad US nonresidents Certifications/Credentials CPA, licensed in Virginia and Pennsylvania Education Bachelor of Science, Accounting, Wilkes College, Wilkes Barre, PA Languages Spoken English Senior Tax Manager Lori is a [...]
Areas of Expertise High-net-worth individual taxation and planning Fiduciary taxation and planning Gifts and generation-skipping transfers Estate tax reporting and planning Certifications/Credentials CPA, licensed in Georgia and Florida Member, AICPA Tax and Personal Financial Planning Sections Member and Past President, Estate Planning Council [...]
Areas of Expertise Expatriate and inpatriate taxation Global mobility tax Taxation of international organization employees and retirees Foreign asset reporting Tax controversy (audit support) IRS Amnesty Programs (such as the Streamlined Programs) Exit Tax planning Certifications/Credentials CPA, licensed in Virginia Fellow of Chartered [...]
Areas of Expertise Accounts payable, accounts receivables, financial statements, payroll, bank reconciliations Computerized accounting Tax preparation Certifications/Credentials Accountant Education Universidad Privada Boliviana Tax Preparation at HR Block and other trainings related to taxes Languages Spoken English Spanish Accounting Manager Elizabeth [...]
Areas of Expertise Expatriates International Entities Certifications/Credentials CPA, licensed in New York Education Master of Taxation, St. John’s University New York Bachelor of Accounting, St. John’s University New York Languages Spoken Chinese English Tax Specialist Han is a tax specialist [...]
Areas of Expertise International Foreign asset reporting—FBAR, Form 8938, Form 8621 International Foreign Partnerships and Corporations-Forms 5471 and 8865 Expatriate Tax Returns—Form 2555s and 1116. OVDP streamline reporting—Foreign and Domestic Streamline programs Certifications/Credentials CPA Education Bachelor’s Degree, Accounting, George Mason University Languages Spoken [...]
Areas of Expertise Expatriates Inpatriates International organization employees and retirees Entrepreneurs with foreign interests Education Bachelor’s Degree, cum laude, Virginia Tech and Old Dominion University Languages Spoken English Senior Tax Specialist Angela is a seasonal Senior Tax Specialist at The [...]
Areas of Expertise Human resources Recruiting Certifications/Credentials SHRM Certified Education Bachelor’s Degree, Marketing, George Mason University Languages Spoken English Senior Recruiter, HR Manager In her role as senior recruiter, HR manager, Diane supports The Wolf Group and Wolf Group Capital [...]
