Mr. Perez advises private equity funds, hedge funds, corporations and investment banking firms on the tax and financial impacts of a wide range of areas, including corporate finance, merger and acquisition deal structuring, due diligence and the design and execution of tax efficient financing structures.
Mr. Perez has counseled clients on domestic and cross-border transactions focusing on tax structuring, due diligence and financial modeling. He has also advised clients in all areas of outbound and inbound international taxation, including structuring new country investments, tax efficient financing structures, foreign tax credit planning, earnings and profits computation, transfer pricing, earning stripping, FIRPTA and branch profits taxes. In addition, Mr. Perez has extensive experience with domestic corporate tax issues, partnership taxation and consolidated group matters.
Previously, Mr. Perez was a Partner with Arthur Andersen, where he served as Practice Leader for the firm's International Tax practice in Florida.
Mr. Perez earned a bachelor's degree in business administration, with a concentration in economics, cum laude, from the University of Georgia. He received a juris doctor from Georgia State University College of Law and is admitted to practice before the U.S. Tax Court.
Mr. Perez has been a frequent speaker and lecturer on international transaction tax matters. From 2002 through 2006, he served as an adjunct professor for the Master of Taxation program at the University of Miami School of Law. He is admitted to the Florida Bar and is a licensed Certified Public Accountant (CPA) in Georgia. Mr. Perez is also a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, the American Bar Association and the International Fiscal Association. He is fluent in Spanish and English.
NOTE: Alvarez & Marsal employs CPAs but is not a licensed CPA firm.