About The Instructor
Lew has more than 30 years of deep technical experience in U.S. international tax planning, U.S. international tax compliance and controversy, and transfer pricing.His practice focuses on the provision of international tax planning for multinational corporations, entrepreneurs, and high-net worth individuals, including:
• Tax-efficient acquisitions, dispositions, reorganizations, and repatriations
• Migrating intellectual property (IP)
• Debt/equity determinations; bad debt/worthless stock deductions
• Transfer pricing planning (establishing, documenting, and pricing intercompany relationships) and transfer pricing controversies
• U.S. international tax compliance (IRS Forms 5471, 5472, 8865, 8858, 8621, and 3520), with a view to the avoidance of penalties and statute of limitation issues
• Cross-border foreign currency transactions
• Voluntary disclosures and expatriations (including relocations to Puerto Rico)