Candace is a Principal with PwC's Washington National Tax Services Practice, where she leads a group of information reporting and withholding specialists. Since joining the firm in 2007, Candace has worked with financial and nonfinancial sector clients to remediate information reporting and withholding compliance failures.
Currently, Candace is a key member of PwC's global FATCA team and is currently engaged on several large projects in the Financial Services sector.
Candace has been a frequent speaker on information reporting matters and is the primary author of thought leadership pieces that cover a range of information reporting topics which include the Foreign Account Tax Compliance Act (FATCA), as well as other current issues. Candace has worked with several clients to ensure accurate information reporting compliance and the remediation of various compliance failures. In addition to traditional information reporting Candace advises and is currently engaged to assist clients on foreign bank account reporting (FBAR). She is a former member of the IRS Information Reporting Program Advisory Committee (IRPAC). Candace has worked with the IRS through IRPAC to resolve regulatory issues related to the FATCA, 6050W and other information reporting requirements.
Prior to joining PwC, Candace served two years as Assistant Chief Counsel for tax matters at the U.S. Small Business Administration (SBA). In that role, Candace worked extensively with IRS and Treasury personnel, trade associations, and congressional staff to ensure that the views of small businesses where considered in the regulatory and legislative process. Prior to joining the SBA, Candace spent four years as an Attorney Advisor in the IRS Office of Associate Chief Counsel (Corporate), focused on corporate tax issues.
LL.M., Taxation, Georgetown University Law Center
J.D., North Carolina Central University School of Law
Bloomberg Tax Management Portfolios
This Portfolio addresses the withholding of U.S. federal income tax under §§1441-1443 of the Internal Revenue Code from payments of certain U.S. source income made to foreign persons.
This Portfolio discusses the reporting and withholding requirements of chapter 4 (§1471–§1474) of the Internal Revenue Code.