Matthew S. Blum is an Executive Director in the Financial Services Offices of Ernst & Young LLP in Boston, specializing in international tax and the taxation of financial products. The scope of his practice has also encompassed cross-border tax issues of investors and investments, investment funds, hedge funds, private equity funds and venture capital funds, taxation of financial products, securities lending, withholding tax, FATCA, EU Savings Directive, passive foreign investment companies (PFICs), taxation of shipping, and international tax compliance.
Previously, he worked as an Associate in the Washington, D.C. office of Cadwalader, Wickersham & Taft where he worked in U.S. and cross-border taxation of investors, investments and financial products, taxation of mortgage securities, taxation of shipping, and passive foreign investment companies (PFICs).
Education:
J.D., Harvard Law School (1986) magna cum laude
A.B., Mathematics, Harvard College (1982) cum laud
Tax Management Portfolios™
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Reporting Requirements Under the Code for International Transactions and Foreign Assets (Portfolio 6840)
This Portfolio discusses special tax compliance issues for U.S. persons with foreign operations, subsidiaries, or other assets.