Brian E. Andreoli focuses his practice on transfer pricing, international tax matters, and state tax matters. Mr. Andreoli has been a tax professional for more than 30 years, with experience in public, accounting, corporate (both foreign and domestic) law, and litigation. He has tried cases and administrative hearings in the states of New York, Connecticut, Ohio, California, Virginia, North Carolina, South Carolina, Pennsylvania and Washington. These cases have concerned corporate income tax, sales and use tax, franchise tax and property tax. He also practices in voluntary disclosures for both corporations and individuals, concerning both civil and criminal penalties.

Mr. Andreoli is admitted before the bars in Connecticut, New York, Massachusetts, and the District of Columbia, and is a Certified Public Accountant. He is licensed to practice in the United States Tax Court, Second Circuit Court of Appeals, the United States Supreme Court, and the Federal District Courts of the District of Columbia, Connecticut, Massachusetts, and New York (Southern and Eastern). He has been listed in the 2008 Guide to the World's Leading Transfer Pricing Advisers.

Tom Bryan is an international tax expert with over 20 years of experience. He is a former director in the International Tax Services group of PricewaterhouseCoopers LLP, as well as an alumnus of Deloitte & Touche’s international tax group. Tom holds a B.A., in accounting from Wagner Collage; a J.D. from Western New England Collage School of Law; and an LL.M. in Taxation from Boston University. Tom has written several international tax articles for the Journal of Taxation and has spoken at numerous international tax seminars.

Steve Fox is a Certified Public Accountant and Certified Management Accountant with over 30 years international tax experience.  Prior to starting his own practice, he was an International Tax Director at BDO Seidman, Deloitte and Grant Thornton, and a member of the national transfer pricing teams of all three firms.  Steve has advised multinational mid market through Fortune 100 clients in a wide array of industries on most U.S. international and foreign tax issues.  His clients have included AT&T, Lucent, TransTechnology, Dialogic, Carbone Lorraine, Konica, Steelcase, Interface Flooring, Brighton-Best, Liz Claiborne, Pullman, and others.

Steve has developed numerous international tax ideas, including ones to avoid section 956, allow DISC benefits for widely held C corporations, make U.S. tax optional for foreign banks, and others. He has advised clients on international structuring, foreign tax credit issues, intercompany pricing, Subpart F, international assignees, and inbound issues. Steve has successfully defended clients against U.S., UK, Canadian, and German tax authorities on transfer pricing and numerous other issues.  He has managed numerous FIN 48 and tax provision projects for public clients.

Steve is a frequent lecturer with professional tax organizations, and has authored articles appearing in Journal of Taxation, Journal of International Taxation, and other publications. As an Adjunct Professor of Taxation at Fairleigh Dickinson University, he developed and taught the four course international tax program.  Steve holds an MS Acc. and BBA from University of Houston.

Paulus Merks is an international tax partner at DLA Piper.  Before joining DLA Piper, he worked for Ernst & Young in Amsterdam, New York, Paris, Chicago and San Jose (California). Paulus is an expert in domestic and international tax law, advising on mergers and acquisitions, public offerings, reorganizations, financial products and structured finance transactions.  Paulus lectures at the Dutch Ministry of Finance (Academie voor wetgeving), the PAO International Tax School at Utrecht University, the Licent Academy, and the International Bureau of Fiscal Documentation (IBFD). Paulus is also a guest lecturer for the advanced LLM programme in International Tax Law in Leiden. Paulus graduated in tax law at the University of Amsterdam in 1994 and has an LLM in US tax law from the University of San Francisco, which he gained in 2002.

David Merrick is Tax Managing Director, International Corporate Services at KPMG LLP in New York City.  David’s principal practice areas are the US foreign tax credit and in international reorganizations and acquisitions.  He began his career with the Office of the Chief Counsel, IRS, and was the principal author of the interest allocation regulations under section 864(e).  In private practice, he has continued to focus on planning foreign remittances, managing foreign tax credit utilization, and optimizing the worldwide tax cost of corporate transactions.  David received a JD from George Washington University. 

Caren Shein is a tax managing director at KPMG LLP in the International Corporate Services group of the Washington National Tax practice.  She works on a wide variety of international tax issues.  Her area of particular focus is the foreign tax credit.  Ms. Shein received a  LL.M. in taxation from the Georgetown University Law Center.  She received a J.D. from American University’s Washington College of Law and received a B.A. in Russian and East European studies from Yale University.  Ms. Shein is a member of the Bar Association of the District of Columbia.  Ms. Shein is the author or co-author of numerous articles, including “Proposed Noncompulsory Payment Regulations: IRS and Treasury Take a New Approach to Foreign Tax Credit ‘Abuse’”, which appeared in the September 2007 edition of Tax Management International Journal, “The IRS Proposes a New Approach to Determine the Technical Taxpayer – Will it Work?”, which appeared in the Fall 2006 edition of the Journal of Taxation of Global Transactions, “Section 905(c ) – The Missing Piece of the Foreign Tax Credit Puzzle”, which appeared in the January 2002 edition of Tax Management International Journal, and “A Fresh View of Overall Foreign Losses and Consolidated Returns”, which appeared in the May 1999 edition of Tax Management International Journal.  Prior to joining to Washington National Tax in 1997, Ms. Shein was an attorney with the Internal Revenue Service’s Office of Associate Chief Counsel (International) from 1988 to 1997.  She worked on a variety of litigation, regulation and technical guidance projects.  She was the principal drafter of the section 904(d) regulations issued in 1992 and the section 902 regulations issued in 1995.  From 1986 to 1988, Ms. Shein served as a law clerk to the Honorable B. John Williams, Jr. on the U.S. Tax Court.

Continuing Professional Education Credit

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Continuing Legal Education Credit

Networking Seminars offers Continuing Legal Education (CLE) Credits for those who request it at the seminar.  To receive credits attendees are required to sign-in and sign-out on our record of attendance sheet each day of the conference.  Each state will have final approval on the exact number of credits granted.  For questions regarding CLE and for pre-filing for CLE for a seminar please contact us at 914-874-5395.  We offer tuition assistance for those who are currently unemployed or in need of financial aid.  Please contact us to receive our application.