Modeling OBBB International Tax Provisions

Velia has over 20 years of experience in the tax field. She started her career with EY’s International Tax Outsourcing group and has extensive experience assisting clients with all aspects of federal tax planning as it relates to US multinational companies. 

Prior to working at Forte, Velia was a Senior Manager at Berman Hopkins CPAs where she was the international tax lead on various compliance and consulting projects. She also has experience working in the tax departments of several multinational companies including L3Harris and SunMicrosystems. 

Velia is a CPA in Illinois and has a bachelor’s degree from DePaul University.   

With over 30 years of industry experience, Mark has helped many of the country’s most successful enterprises implement all aspects of international taxation. A hallmark of Mark’s career has been leveraging technology to improve tax department performance. 

Prior to founding Forte International Tax, Mark held leadership positions at PwC, Ernst & Young, and CliftonLarsonAllen. Mark leads the firm on its mission of achieving global tax minimization through process efficiency.

Wendy has almost 20 years of experience in the tax field. She recently joined Forte to assist with a myriad of international consulting projects, including foreign tax credit, GILTI, Subpart F, FDII, expense apportionment, tax compliance, and IC-DISC. 

Prior to working at Forte, Wendy was a Senior Manager at EY in their International Tax Quantitative Services Group. Wendy helped organize and present at EY’s International Tax Reporting Conference following TCJA and has presented at TEI. 

Wendy is a CPA in Ohio and has a bachelor’s degree from the University of Notre Dame and a Masters in Taxation from DePaul University.
 

David Merrick is an international tax attorney with experience in government, industry, and the Big 4. He began his career with the IRS Office of Chief Counsel and was the principal author of the expense allocation regulations issued under section 864(e).

David then joined the Washington office of Baker & McKenzie, where he worked on international tax controversies. After moving to New York, he worked on technology companies, with regard to the to US tax deferral planning. 

David was in-house with IBM for seven years, where he worked on repatriation planning and FTC utilization.