Julia’s practice focuses on partnership and pass through taxation, primarily in the financial services industry. Julia provides tax compliance and consulting and assists clients with multi-tier partnership structures and allocations.
Julia is a member of the Financial Services team.
Investment Fund and Partnership Tax Experience
Prior to joining Keiter, Julia was a member of the hedge fund group with Deloitte Tax LLP in New York where her practice area focused on managing engagements for investment partnerships, hedge funds, funds of funds for domestic and international companies. Her services included analyzing tax consequences on fund structures, reviewing tax allocations and tax returns and reviewed new funds’ partnership documentation including Partnership agreements and Private Placement Memorandums She also evaluated the structure of foreign and domestic funds.
Before Deloitte, Julia was with the PWC financial services group in New York, providing tax services and insights to clients in the financial services industry.
Julia is a member of the following professional organizations:
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
Education and Credentials
- University of Connecticut
Bachelor of Arts, English & Sociology
- San Francisco State University, San Francisco, California
Master of Science in Business Administration, Accounting (ABT)
- Certified Public Accountant
Publications and Thoughts Leadership
Julia shares her tax insights on Keiter’s blog and e-newsletter. Access her articles.