Julio is a Managing Director at CBIZ Marks Paneth. His practice focuses on international tax services for multinational corporations and individuals.
Julio is highly skilled in international tax structuring and planning, financial products, tax treaty issues including the Authorized OECD Approach (AOA) and permanent establishment determinations, hybrid instruments, foreign tax credits, hedging, treasury and risk management strategies and foreign currency issues. He advises clients on the impact of the Tax Cuts and Jobs Act on international tax provisions, including section 163(j), BEAT, FDII and GILTI. Julio has also assisted various industries in adapting their policies and systems for section 871(m), including large international broker-dealers, streamlined broker-dealers, asset managers and investment funds.
Julio handles complex tax controversy issues, leveraging his IRS experience to represent clients successfully before taxation authorities. He has resolved numerous IRS examinations in his client’s favor, including cases with up to $2 billion in liabilities.
As a business advisor, Julio provides consulting services that address the full needs and goals of his clients. This includes helping them to develop sound policy processes, including IRS audit, recordkeeping, documentation, anti-abuse and IT policies.