Lawrence H. McNamara Jr CPA

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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
Email: larry@lhmcpa.com


     
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