With more than 30 years of experience in accounting, finance, and taxation, Leo brings exceptional senior leadership to our team. Leo started his professional career with an accounting firm in San Francisco performing auditing, accounting and tax work for many different types of entities and for individuals. When he moved to Melbourne, Australia and started working for Ernst & Young, Leo developed a primary focus of servicing the US individual tax needs of expatriates. This career was enhanced by extended assignments with Ernst & Young to Dallas and Minneapolis and then back to Melbourne, while focusing on US individual expatriate tax compliance and consulting. Leo expanded his career by moving to Doha, Qatar with PricewaterhouseCoopers where he was responsible for the US expatriate tax compliance practice for the Middle East, servicing many of the largest clients in the region.
BS degree in Accounting
Australian Chartered Accountant.
Working with the IRS resolving tax issues and explaining the US tax law to expatriates in plain English
US individual tax returns for outbound, inbound and non-resident individuals
US reporting for specified foreign financial assets, foreign bank accounts, foreign trusts, passive foreign investment companies and foreign corporations
Tax planning and problem solving for individual employees and their employers
Planning and compliance for renunciation of US Citizenship and surrender of Green Cards
Analysis and advisory services in regard to the use of Double Tax Treaties
Advice for both employees and employers on the use and tax consequences of deferred compensation arrangements
Review, amendment and compliance for US tax equalization and tax protection policies and related cost projections
Design, review and analysis of international mobility policies for companies with expatriate employees
Analysis and advice in regard to the tax requirements and consequences for employees and employers with international payroll issues
Australian tax advice and planning for individuals, including tax residency, compliance requirements, taxation of various cross-border income streams
Australian foreign income tax offsets, capital gains tax, fringe benefits tax, tax treaty application
Australian superannuation planning, self-managed superannuation fund tax issues, employment policies, tax equalization planning and withholding tax