Awards & Recognition
Marc Schwartz is a dually licensed International Tax Attorney and CPA that serves as of Counsel to the Tax Law Offices of David W. Klasing as to the federal and offshore implications of international tax and estate planning and compliance.
Marc earned his Bachelor’s Degree from Colgate University, a Master of International Affairs from Columbia University and a Juris Doctorate Degree from Emory University.
Marc is extremely effective at teaming with a variety of U.S. and foreign individuals and business clients to provide strategic tax, estate and transfer tax, and financial solutions to help the clients he serves achieve their individualized goals. Marc has lived and worked in the U.S. and abroad in both governmental and private sector roles. His diversified experience enables him to bring a practical global perspective to the individuals and businesses he serves.
Marc began his career at a Big 6 Public Accounting firm in his hometown of Atlanta, Georgia, where he developed a strong foundation in international taxation in relation to U.S. Federal and state / local taxation. He then transferred to one of that firm’s non-U.S. offices in Latin America where he continued to service European, Asian, Latin American and U.S. clients. He eventually became fluent in Spanish and has a working knowledge of Portuguese.
Servicing a geographically diverse client base over multiple decades has allowed Marc to gain extensive and sophisticated experience with the intricacies and application of multiple U.S and Offshore tax treaties and minimizing his client’s worldwide tax burden though outbound & inbound tax planning, strategic repatriation of profits, claiming foreign tax credits, minimizing estate and income tax ramifications of nonresident alien investment in U.S. real estate as regulated by FIRPTA, minimizing branch profit taxes and also focusing on effective international tax audit defense. Marc also works with individuals and companies to bring them back into US compliance if they have not appropriately reported income and / or failed to disclose required foreign financial information.
Marc has guest lectured at a graduate-level international tax course at the Universidad Panamericana in Mexico City and continues to lecture on international tax issues. In addition, Marc is a recognized author who contributes articles on international tax matters and legal issues to several trade publications.
Marc founded his own boutique international tax advisory firm in May 2005 after spending 10 years with the Big 6 Public Accounting Firms (currently the Big 4). Marc owns both a Public Accounting firm, Schwartz International, and a law firm, The Schwartz Law Firm.
The State Bar of Georgia
Marc Schwartz is a dually licensed International Tax Attorney and CPA that serves as of Counsel to the Tax Law Offices of David W. Klasing as to the federal and offshore implications of international tax and estate planning and compliance. Also known as the “International tax nerd-in-chief”. He spends most days working with clients – U.S. and foreign individuals and businesses – providing practical strategic tax and business advice to help them successfully work across borders and achieve their short- and long-term goals.
Marc has lived and worked in the U.S. and abroad in both governmental and private sector roles. His diverse experience allows him to bring a practical global perspective to the individuals and businesses he serves. He began his career at a Big 6 accounting firm in his hometown of Atlanta, Georgia, where he built a strong foundation in federal, state, local, and international tax. He then transferred to one of the firm’s offices in Latin America where he continued to serve European, Asian, Latin American and U.S. clients.
After 10 years in large, global accounting firms, in 2005 Marc decided to branch out and start his own firm based on conversations with clients who wanted more flexibility in scope and pricing. He started by working with businesses in the “amorphous middle market” as well as start-ups and their entrepreneurial owners. Those relationships have grown, and the firm now works with clients of all sizes, both public and private, and individuals across the economic spectrum.
A geographically diverse client base has allowed Marc to gain significant experience with tax treaties, outbound/inbound planning, repatriation, foreign tax credits, real estate investments/FIRPTA, branch taxes and audit defense. In addition, Marc is a recognized author who contributes articles on international tax matters and legal issues to several trade publications.
Marc earned his BA from Colgate University, a Master of International Affairs from Columbia University and a law degree from Emory University. He is fluent in Spanish and can speak Italian and Portuguese nearly as well as a 4-year-old native speaker.
Admissions
- The State Bar of Georgia
