Peggy is a Director in the Firm’s Tax Department and has been in public accounting for over 20 years. She has extensive Big 4 experience and has expertise in U.S. international tax planning and compliance for both inbound and outbound multinational companies. Peggy has also provided support to companies in managing their global workforce challenges. Her specific experience includes:
- International Inbound & Outbound Tax Compliance
- Global Intangible Low Tax Income (GILTI)
- Sub-part F Analysis
- Foreign Tax Credit Analysis
- IRS Audit Representation
- ASC 740
- Treaty Analysis
- Fin 48
- Inbound Investments & Transactions
- Repatriation Planning
- IC DISC Incentives
- Global Mobility
Peggy has strong leadership experience and has managed large multi-national engagements, where her responsibilities included managing large teams of tax practitioners, reviewing complex returns and providing consulting assistance. Additionally, she manages a diversified client base focusing on clients in the manufacturing and distribution, real estate, technology, and service industries.
Peggy is a regular speaker on international and technical tax issues and has presented at the US Chamber of Commerce in Stockholm Sweden, Thomson Reuters OneSource User Conferences, and at multiple roundtables and industry forums.
She is a leading member of the Firm’s International Business Group and is conversant in French and Spanish.
Education & Certifications
MST, DePaul University Graduate School of Business, Chicago, IL
MBA (Finance), DePaul University Graduate School of Business, Chicago, IL
BA, International Business and French, minor in Spanish, St. Norbert College, DePere, WI
Internal Revenue Service Enrolled Agent
Internal Revenue Service Certified Acceptance Agent
Professional & Civic Organizations
Chicago Tax Club