Fernando Juarez, Esq., LL.M, EA, is a member of the International Tax Practice at Freeman Law. He advises on complex U.S. and international tax planning. His tax practice focuses on cross-border transactions. Beyond planning, his experience includes voluntary disclosures, FBARs and international compliance.
Fernando’s expertise in tax planning extends to Fortune 500 companies, family offices, medium & small businesses, and individuals with foreign holdings. His primary areas of expertise include inbound structures for international investors, and outbound tax planning for U.S. based companies.
Fernando received his law degree from the Escuela Libre de Derecho in Mexico City and holds a Master’s in Laws from Stanford Law School, where he served as the first Hispanic Chair of the Stanford Tax Club.
Speaking engagements include presentations at the NAEA, the Texas Association of Enrolled Agents (TXSEA), the Tax Executives Institute in Houston, the Start Up Week in San Antonio, the Hispanic Chamber of Commerce in San Antonio, the International Section of the Dallas Bar Association, the Organization for the Economic Cooperation and Development (OECD) in Paris, France, and the International Tax Symposium organized by Freeman Law, among others.
Advised a public Mexican corporation on the sale of its U.S. subsidiaries to a U.S. public corporation on a transaction valued at +293 million USD.
Advised on cross-border tax implications for the structuring of financing for the sponsor of a Canadian SPAC, on a transaction valued at +138 million USD.
Assisted UHNW foreign family with their international tax compliance in the U.S.
Assisted HNW foreign family with the structuring of their real estate investment in the U.S. in connection with FIRPTA issues.
Provided cross-border tax advice for main cast member of TV show Game of Thrones.
Represented HNW client before the Global High Wealth Industry Group of the Internal Revenue Service.
Represented multiple clients in audits before the Internal Revenue Service, including the Large Business & International division as well as the Small Business/Self-Employed division.
Advised several foreign clients with their investments in the U.S., including income tax planning, FIRPTA, estate and gift taxes.