FATCA: What Advisors Need to Know When Encountering Foreign Assets and Accounts
Presenter: Lesley Keller, CPA, MT, AEP®
Sr. Manager, Tax Services
About the Presenter
Lesley Keller, CPA, MT, AEP®
Lesley Keller, CPA, MT, AEP®, is a Senior Manager of Tax Services. She has more than 22 years of experience in tax and advisory services in a variety of industries, including Professional Services, Real Estate, Manufacturing and Distribution and Not-for-Profit organizations. Lesley assists individuals, trusts, estates and privately held businesses with tax planning and compliance services with expertise in federal, multi-state and local taxation. She also has specialized knowledge in the area of international tax and in advising clients on tax structuring, taxation of cross-border transactions and U.S. compliance requirements related to foreign activity and investments.
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