Background

Experience:

• Over 15 years of experience in public accounting
• Specializes in the U.S. individual tax implications of expatriates and nonresident aliens
• Advises foreign and domestic families on U.S. income, cross-border investments, business activities, U.S. real estate investments, expatriation, and pre-immigration tax planning amongst others.
• Experience working with multinational large-scale, mid-size and small global mobility programs
• Fluent in Spanish
• Proficient in French

Education:

• Bachelor of Science in Business Administration - University of Rhode Island
• Master of Science - University of Rhode Island
• Study Abroad, Euromed Marseille Ecole de Management

Professional

• American Institute of Certified Public Accountants (AICPA)
• Rhode Island Society of Certified Public Accountants (RISCPA)
• MCLE New England's Immigration Practice Manual - Co-author of the tax section
• USA 500 Clubs

Community

• URI Accounting Advisory Board, member

Recent Articles

• FAQs about the GILTI Provision
• 2024 FBAR Deadline Coming Up on April 15th
• 2023 Year End International Tax Planning
• FBAR and Form 8938 Reporting for Accounts held in U.S. Virgin Islands and Puerto Rico
• What are the Rules for Receiving Gifts from a Foreign Person, Estate or Corporation?