Overview

Jamie is an international tax principal providing international tax consulting and compliance services for public and private clients. She has experience serving clients in industries including private equity, real estate, technology, and high net worth individuals. Jamie has extensive experience with various inbound and outbound international tax issues for domestic and foreign individuals, corporations, and partnerships. Jamie is knowledgeable in a wide variety of international tax planning and compliance issues including subpart F, GILTI, foreign tax credits, tax treaty analysis, PFIC planning, and FATCA implementation. She also provides tax compliance services for domestic and foreign corporations, partnerships, and individuals. She has extensive experience with reporting for investments outside the U.S. including foreign filings (Forms 5471, 8865, 8858, 8621) and U.S. withholding and reporting requirements for non-US persons investing in the U.S.

Jamie has a master's in taxation from The University of Akron and a bachelor's in criminology with a minor in accounting from the University of California, Irvine. She is a Certified Public Accountant in the state of California and is a member of the American Institute of Certified Public Accountants.

Professional Experience

HCVT

Professional and Community Involvement

American Institute of Certified Public Accountants

Practice Area & Specialization

Credentials and Certifications

  • CPA, California

Education

BA, Criminology with a minor in accounting, University of California, Irvine
MTax, The University of Akron

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