Lawrence H. McNamara Jr., CPA, FVS, TEP
Reliable Service Assured with Experience
My Firm
Knowledge, Experience, Insight and Practice Experience
Assuring Results as a Trust Advisor
The firm focuses on providing consulting services, trust and estate administration, estate planning and tax services for individuals, trustees, beneficiaries and other professional organizations. As a full member of STEP, my firm qualifies as an experienced and knowledgeable professional in the field of trusts and estates in a global environment. Creating value and trust for my clients are important to me with my emphasis on innovative solutions. The global trust and estate environment is changing fast, as a mobile society must report to multiple tax jurisdictions. My firm prides itself in staying informed with U.S. and foreign country laws and regulations. I strive to gain the trust and exceed the expectations of clients with result oriented service. They gain insight and advice based upon my forty-plus years of professional experience, including over thiry years serving international clientele. Common services include consultation and tax preparation:
- TRUST AND ESTATE ADMINISTRATION
- INTERNATIONAL ESTATE TAX LAWS & REGULATIONS
- ESTATE AND TRUST DISTRIBUTIONS TO BENEFICIARIES
- FOREIGN TRUST ACCOUNTANT
- COORDINATION WITH INTERNATIONAL ESTATE PLANNING ATTORNEYS
- INHERITANCE TAX ISSUES
- TAX PLANNING WITH CROSS-BORDER FAMILIES
- INBOUND & OUTBOUND U.S. TRUSTS
- TAX ACCOUNTING ISSUES WITH FOREIGN TRUSTS
- TAX ISSUE CONTROVERSY & DISPUTE RESOLUTION
- FOREIGN AND DOMESTIC PARTNERSHIP & CORPORATION TAX PLANNING
- TAX RETURN PREPARATION INCLUDING FOREIGN RETURNS
- CHANGE OF RESIDENCE TAX ISSUES AND CONSEQUENCES
Examples of Client Benefits Provided:
* Tax Efficient Planning for Income Distributions to U.S. Beneficiaries
* Cost-Effective Planning for Foreign Fiduciary Reporting to U.S. Beneficiaries
* Trust & Estate Administrative Tips to Formulate Efficient Procedures
* Optimize Distribution Strategies From a Foreign Entity with U.S. Beneficiaries
* Family Wealth Transfer Planning in the Complex Cross Border Context
* Partnership and Corporation Tax Reporting and Effective Tax Planning
* Transfer Pricing Analysis & Advice Between Related Entities
Examples of Services Rendered to Other Professional Firms:
* Collaboration in Satisfying a Client's Needs in a Highly Technical Tax Issues(s)
* Rendering a Second Opinion Before Finalizing a Client's Tax Planning Engagement
* Rendering a Second Opinion Before Responding to a Tax Authority's Decision or Tax Enforcement Actions
* Providing Technical Staff Training in International Tax Issues Including Case Studies
OFFICE: 11700 Old Georgetown Rd. Unit # 611
North Bethesda, MD 20852
Tel: 301-881-8085
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