Experience

Cindy advises clients on the international and domestic U.S. tax aspects of corporate mergers and acquisitions and other corporate transactions, joint ventures, investments in complex financial instruments and partnership taxation.
Cindy has over 25 years of experience in US and Canadian domestic and international taxation, including eight years with Deloitte Haskins & Sells and Deloitte & Touche LLP in Canada and the United States.
Cindy provides tax advice to a diverse group of clients. She advises a number of alternative investment fund clients, including domestic and offshore hedge funds and private equity funds. She also advises several large and midsized commercial clients on corporate and partnership tax planning and compliance matters, structuring, transaction support, tax due diligence and preparation and review of FAS 109 (accounting for income taxes) and ASC 740 (accounting for uncertainty in income taxes) calculations. Cindy works extensively with multinational companies on cross-border structuring, financing and tax compliance matters. Her international clients include small to mid-sized investment/hedge funds, global real estate developers and investors, regulatory consultants, captive insurance companies, film directors and producers and e-commerce developers and retailers.

service areas

• International Tax Consulting, Planning and Compliance
• International Assignment Planning
• SFAS 109 and ASC 740 Related Services

clients served

• Entertainment
• Information Technology
• Investment/Hedge Funds
• Real Estate
• E-Commerce
• Public & Privately Owned Companies

activities memberships

• American Institute of Certified Public Accountants, Member
• California Society of Certified Public Accountants, Member
• Colorado Society of Certified Public Accountants, Member

articles speeches

• Net-Basis Elections Can Reduce Tax Burden of Foreign Investments in U.S. Property, Commercial Property Executive, December 2011
• U.S. Income Taxation of Foreign Nationals, BKR Worldwide Conference, Rome, November 2010
• U.S. International Taxation - Common Questions in Individual Tax Return Preparation, presented to CalCPA Manhattan Beach and Torrance Chapters
• Contributing writer (1998-2002) of the Environmental Manual for Business Professionals publishe by the Canadian Institute of Chartered Accountants (updated quarterly)
• Authored (1998-2002) the "Business Letter", a monthly tax letter sold to CPA firms across Canada
• Authored various articles on Canadian and U.S. taxation for Canadian Business Magazine, Your Money Magazine and the Toronto Globe and Mail newspaper

education

• Bachelor of Commerce Accounting/Economics, The University of Toronto
• Master's Degree in Taxation, The University of Toronto
• Canadian Institute of Chartered Accountants, In-depth International Tax Certificate