A sole practitioner based in Dallas, Texas, since 2003, Joseph Erwin has extensive experience in international and federal tax. His practice focuses on: U.S. Taxation of International Transactions – investment into the United States by non-U.S. persons and investment by U.S. residents and companies into foreign countries; Cross-Border Tax and Estate Planning – tax aspects of immigration and expatriation, asset protection, foreign gifts and estates of U.S. individuals and foreign individuals with U.S. connections and family; and Federal Tax Controversies – tax audits and tax litigation in all Federal courts and voluntary disclosures.
Joe is a former Senior Manager, KPMG LLP, International Corporate Services, Dallas and Austin, Texas, and Frankfurt am Main, Germany (1997-2003), an Assistant Attorney General (Tax), U.S. Virgin Islands Department of Justice, St. Thomas, U.S. Virgin Islands (1991-1994), a Tax Manager with a software company in Austin, Texas (1996-1997) and in private practice both in Little Rock, Arkansas (1980-1991) and St. Thomas, U.S. Virgin Islands (1994-1996).
LL.M., Taxation, Southern Methodist University School of Law (1980)
J.D., Southern Methodist University School of Law (1979)
B.A., University of Arkansas (1976)
Bloomberg Tax Management Portfolios
The Portfolio, Tax Opinions and Other Tax Advice — Preparation, Use and Reliance , No. 619, describes the legal and ethical standards and practical principles for preparation