Matthew Stevens, a principal in the Capital Market group within International Tax Services at EY, handles planning and controversy matters regarding the U.S. federal income tax consequences of transactions, specializing in the design, structuring and implementation of domestic and international financial transactions. He advises hedge funds, private equity funds, high net worth individuals (both U.S. and non-U.S.), insurance companies, and foreign and domestic multinational corporations.
Matthew serves as chair of the annual Practicing Law Institute program “Taxation of Financial Products and Transactions.” He has served as chair of the Financial Transactions Committee of the Tax Section of the District of Columbia Bar, and as the chair of the Financial Transactions Committee of the Section of Taxation of the American Bar Association. He has co-taught the Georgetown University Law Center class entitled “United States Taxation of International Income — II.” He has published a number of articles dealing with international aspects of U.S. income tax and with the taxation of financial products and transactions. Matthew is listed in Chambers USA: America's Leading Lawyers for Business. From 2002 to 2004, Matthew served as special counsel to the Chief Counsel for the Internal Revenue Service. There, he advised the Chief Counsel regarding published guidance on a wide range of tax issues involving financial products and cross border transactions.
- J.D., Harvard University
- B.A., University of Kansas
Bloomberg Tax Management Portfolios
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).
The Portfolio, Taxation of Non-Equity Derivatives, No. 187, reviews the U.S. federal income taxation of derivative transactions other than equity derivatives.