Lauren has 17 years of experience in the financial services industry, serving foreign financial services companies with U.S. operations, as well as domestic entities with offshore operations. She has extensive experience with inbound and outbound international banking tax issues, including cross-border planning to maximize income tax efficiency (e.g., in response to regulatory changes), financial product income sourcing and taxation, withholding tax and treaty matters, interest deductibility analyses, FIRPTA considerations and reporting, and transfer pricing. Lauren frequently instructs at internal and external training sessions covering topics relevant to the banking and capital markets industry.
She is also an Enrolled Agent with the Internal Revenue Service.
Education
- MAcc, Kenan-Flagler Business School, the University of North Carolina-Chapel Hill
- B.A., University of North Carolina-Chapel Hill
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).