Biography

Chris has been practicing public accounting since 1988, beginning her career in the federal tax group and specializing in international tax planning for inbound and outbound businesses. She assists venture-backed companies and their investor groups in designing tax efficient holding structures. Chris has extensive experience with Subpart F issues, export incentives, cash planning, and treaty planning. She works closely with internal accounting and tax teams with respect to international tax needs, implementing and monitoring transfer pricing strategies, conducting due diligence reviews, and establishing global service platforms.

Chris has worked with clients in several industries, including manufacturing, consumer products, and technology, and has experience with public, private equity, and closely held ownership groups. She serves as the firm’s Latin America tax services liaison, ensuring seamless global relationships for clients.

Selected Publications

  • "India Implements a Comprehensive Goods and Services Tax that May Affect US Companies’ International Tax Liability" (Moss Adams Insight, September 2017)
  • "Q3 Tax Update for Technology, Clean Technology, Life Sciences, and Communications and Media Companies" (Moss Adams Insight, September 2017)
  • "Preparing Your Company for the Impact of the Base Erosion and Profit Shifting Package" (Moss Adams Insight, June 2017)
  • "Watch Out for Tax Hits from Global Expansion" (CFO Magazine, March 2017)
  • "Q2 Tax Update for Technology, Clean Technology, Life Sciences, and Communications and Media Companies" (Moss Adams Insight, March 2017)

Selected Speaking Engagements

  • How to structure your company for VC Financing
    (Endeavor Webinar, July 2017)
  • IC-DISCs as a Tax Arbitrage and Wealth Transfer Strategy
    (Royse University Webcast, August 2016)
  • IC-DISC, Exporting Businesses: Tax Planning Opportunities for Businesses and Individuals
    (Society of Trust and Estate Practitioners, Silicon Valley, June 2016)
  • IC-DISC Workshop
    (Bloomberg Bureau of National Affairs, December 2015)
  • Best Practice in W8, W7, FACTA, W2 and Other Administrative Forms
    (Tax Executives Institute Tax Conference, June 2015)

Professional Affiliations

  • Chair, Passive Foreign Investment Company Task Force, American Institute of Certified Public Accountants
  • Former Chair, International Tax Technical Resource Panel, American Institute of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Pulic Accountants
  • Member, Tax Reform Task Force, American Institute of Certified Public Accountants

Education

  • BS, accounting, Santa Clara University
  • MS, taxation, Tulsa University