Stephanie has been practicing law since 1999, starting her career in New York and gaining further experience in London and Chicago, all of it with a focus on the international aspects of U.S. tax law.
Stephanie has broad experience in the area of U.S. income taxation, including the income taxation of businesses, individuals, trusts, and estates.
She has significant experience advising non-U.S. businesses about expanding into the U.S. market as well as advising the owners of such businesses and key personnel about their personal tax issues should they choose to relocate to the U.S. as part of the business expansion. She also has significant experience advising US citizens and green card holders regarding their US personal and business tax issues, including business interests and assets outside of the United States.
She has advised on both domestic and international mergers and acquisitions, expatriations, FATCA classification and reporting, tax treaty analysis, U.S. withholding tax and information forms relating to U.S. investments, the taxation of investments in U.S. real property by non-U.S. persons, and the taxation of U.S. citizens and green card holders abroad.
Stephanie also advises non-U.S. investment funds and their managers on annual reporting to their U.S. investors and preparation of annual statements for “passive foreign investment companies”.