Adam Ostrow

Tax Director @Insight Capital Solutions

Phoenix, AZ, US
EMAILS
a••••••@epcor.com
MOBILE NUMBERS
+14•••••••17

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WORK HISTORY

Aug 2020 — Present

Tax Director @Insight Capital Solutions

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In charge of ALL Direct and Indirect tax matters for $500 million in revenue family owned multinational IT lease financing private company with 8+ North American & European subsidiaries. Manage Internal Staff and External Consultants and Lawyers. Worldwide Transfer Pricing, Multistate Tax Study, Sales, Use & Property Tax & VAT, VDAs and audit defense. Responsible for tax compliance completion, controversy and consulting supervision. Managing PE Risk. International M&A structuring and divestiture planning and execution. Advise Senior Management and Board of Directors on Tax. Advise CEO and his family on hotel, mining and oil well investing, like kind exchanges including doing the tax compliance for HNW Family office. Successfully handled large loan application, forgiveness & international banking.

EDUCATION

1992 — 1993

The London School of Economics and Political Science (LSE)

Economics

1990 — 1995

Brandeis University

Master's Degree, International Economics & Finance

N/A

UMN Carlson School of Management

Business Taxation

1990 — 1994

Brandeis University

Economics

N/A

UCL

Non-Degree, Economics & Law

1992 — 1993

University of London

United Kingdom - General Course, Econ & Law

N/A

Golden Gate University

Cyber Professor International Taxation

N/A

Canadian Gemmological Association

FCGMA, Gemmology

1990 — 1995

Brandeis School of Business and Economics

BA/Master's International Finance, IEF

SKILLS

Financial ModelingInternational TaxFinancial AnalysisTax ReturnsForecastingManagerial FinanceConsolidationTax LawFinancial AccountingDue DiligenceEquitiesBudgetsFinancePrivate EquityM&a ExperienceTax AccountingCorporate FinanceCorporate TaxVenture CapitalRestructuringBusiness PlanningMergersSec FilingsCapital MarketsStart-UpsTaxInvestment BankingFinancial RiskFinancial ReportingTax AdvisoryManagement ConsultingStrategyUs GaapBankingIncome TaxInvestmentsRisk ManagementAsset ManagmentAnalysisTransfer Pricing

ABOUT ADAM OSTROW

Experienced Tax/Finance Professional with a demonstrated 30 year history of working in many industries including computers, mining, chemicals, utilities, technology, leasing, hotels, finance, beverages, solar, geothermal, oil & gas, family office, electronics & watches, software, gemmology & jewellery and real estate, both SEC and private equity. Skilled in Mergers and Acquisitions, Transfer Pricing, Tax Preparation, Business Tax Planning, Restructuring, Analytical Skills, and Leasing & Asset Management. Strong business development skills with a Master\'s International Finance from Brandeis University International Business School.

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