Irene is a Principal in the firm’s international tax practice. She brings over 13 years of experience providing tax consulting and compliance services to domestic and foreign high-net-worth individuals and families, closely held businesses, and private equity organizations.
Leveraging her experience serving large private equity clients, Irene provides guidance on international tax matters in U.S. tax withholding and reporting for non-US persons investing in the U.S. Irene has experience with Foreign Account Tax Compliance Act (FATCA) and OECD’s Common Reporting Standards (CRS) compliance and reporting obligations, including reviewing FATCA and CRS self-certification documentation, identifying and documenting the FATCA and CRS statuses of entities, and preparing and filing the required reports with the IRS and several non-US jurisdictions such as the Cayman Islands and the United Kingdom.
Irene received her Bachelor of Science in accounting and Bachelor of Arts in business administration with an emphasis in business law from Loyola Marymount University. She is currently an IRS Enrolled Agent.