James Shatz
Partner at KPMG US
- Role
- Partner at KPMG US
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About James Shatz
Partner in KPMG’s Financial Services tax practice. He provides tax advisory services to the asset management industry, including the infrastructure, real estate and private equity sub-sectors
Experience
Partner
Oct 2007 — Present · New York, NY, US
Tax consulting on P3 infrastructure projects relating to legal entity structuring, FIRPTA considerations, revenue recognition, foreign currency transactions and application of federal and state withholding on non-U.S. investors.• Tax compliance and consulting engagements for large investment partnerships.• Tax compliance and consulting engagements for substantial consolidated corporate groups with multiple domestic and foreign entities.• Advice and modeling on matters related to basis adjustments under IRC Sections 734 and 743; partnership allocations under 704(c) for contributions of property and revaluation events; disguised sales.• Portfolio companies organized as partnerships.• International tax issues associated with foreign investments in both controlled foreign corporations and foreign flow through entities covering topics such as earnings stripping rules, informational filings on Forms 5471 and 5472, Subpart F calculations, and inter-company transactions.
Education
Tufts University
Bachelor of Arts (BA)
1997 — 2001
Skills
- Mergers
- Sec Filings
- Sarbanes-Oxley Act
- Tax Research
- Business Valuation
- Financial Reporting
- Accounting
- Us Gaap
- Financial Accounting
- Audit
- Business Advisory
- Financial Analysis
- Corporate Finance
- Corporate Tax
- Due Diligence
- Partnership Taxation
- Assurance
- Gaap
- Real Estate Investment Trust (Reit)
- Financial Modeling
- Valuation
- Cpa
- Private Equity
- Tax Preparation
- Tax
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