Roy Berg
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| Country: | USA |
| LinkedIn: |  [linkedin Roy Berg]
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Roy A. Berg is a cross-border tax lawyer with Moodys LLP Tax Advisors. He has more than 19 years of experience in IRS tax controversy, cross-border tax matters, estate planning, and finance and has been admitted to the bar associations of the U.S. Tax Court, California, and Washington. Before becoming the leader of the US tax groups at Moodys LLP Tax Advisors he had experience in public accounting, the private practice of law, and as general counsel.
Roy is a member of the Advisory Council to the International Tax Program at New York University School of Law, a member of the Board of Advisors to the Journal of International Taxation, and is a full member of the US and Canadian Society of Trust and Estate Practitioners, and the tax sections of the American Bar Association and New York State Bar Association. He is licensed as a foreign legal consultant in Alberta, Canada and a frequent writer and speaker on IRS tax controversy, regulation, cross-border tax, and estate planning issues, in particular:
Cross-border tax and estate planning;
2009 and 2011 Offshore Voluntary Disclosure Initiatives (OVDI);
Report of Foreign Bank and Financial Accounts (FBAR/ Form TD F 90-22.1);
Foreign Trusts and filing of Forms 3520 and 3520-A;
Foreign Entity filings including Forms 5471, 5472, 926, and 8865;
Hiring Incentives to Retain Employment Act (HIRE Act); and
Foreign Account Tax Compliance Act (FATCA).
Roy has experience in public service; the governor for the State of Washington appointed him to the board of directors of the Washington Economic Development Finance Authority, and has been appointed to the Legislative Committee of the Washington State Bar Association. In addition, Roy has been appointed to the Advisory Board for the Journal of International Taxation.
Roy received a B.A. in Economics from the University of California Berkeley, a J.D. cum laude jointly from Willamette University College of Law and New York University School of Law; and his LL.M (Taxation) from New York University School of Law. As an undergraduate Roy was a member of the University of California Berkeley’s intercollegiate swim team.[1]
Other Activities
Roy also has experience in public service; Governor Christine Gregoire appointed Roy to the board of directors of the Washington Economic Development Finance Authority, and he served on the finance committee for Mike McGavick's United States Senate campaign. He has been appointed to the Legislative Committee of the Washington State Bar Association.
As an undergraduate, Roy was a member of the University of California’s intercollegiate swim team and, after a twenty-year hiatus from swimming, recently broke two national age group records.[2]
Education
- New York University School of Law, LL.M. in Taxation
- New York University School of Law, Willamette University College of Law, J.D., cum laude
- University of California at Berkeley, B.A.[3]