His practice includes a full range of information reporting and withholding issues, both under U.S. law and the Common Reporting Standard (CRS). He advises both domestic and foreign clients with respect to all aspects of U.S. Information Reporting and Withholding and CRS issues, such as §871(m) and §305(c), qualified intermediaries and withholding foreign partnerships and trusts, and other issues relating to information reporting (Forms 1099, 1042-S, 8805, and 8288-A).
Mr. Jackel joined EY in September 2015 after spending almost 19 years at Burt, Staples & Maner in Washington, DC. He served as a trial attorney with the Tax Division of the U.S. Department of Justice from 1992 to 1996, and was a clerk for the Honorable Renato Beghe of the U.S. Tax Court prior to joining DOJ.
Education
- J.D., Georgetown University Law Center
Tax Management Portfolios™
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Section 871(m) and Gross Basis U.S. Taxation of Derivative Exposure to U.S. Equities (Portfolio 6590)
Section 871(m) and Gross Basis U.S. Taxation of Derivative Exposure to U.S. Equities addresses the circumstances under which equity-based derivative products and financial instruments are taxed under 871(m).