Roy A. Berg
Licensed Foreign Legal Consultant
Practice Focus
Roy’s experience includes U.S. taxation, cross-border tax planning, estate planning, tax litigation, and finance. He has particular experience in the following:
- Offshore Voluntary Disclosure Initiative (OVDI)
- Report of Foreign Bank and Financial Accounts (FBAR/ Form TD F 90-22.1)
- Foreign Trusts and filing of Form 3520 and 3520-A
- Hiring Incentives to Retain Employment Act (HIRE Act)
- Foreign Account Tax Compliance Act (FATCA)
Year of Bar Call
1997, Federal District Court, Eastern District of Washington
1995, United States Tax Court
1994, Washington State Bar Association
1993, State Bar of California
Education
LL.M (U.S. Taxation), New York University, 1994
J.D., New York University, 1993
BA, University of California, Berkeley, 1990
Professional Associations and Memberships
Member, Spokane Estate Planning Council
Member, Society of Trust and Estate Practitioners (STEP)
Professional Appointments
- Washington Economic Development Finance Authority (WEDFA), member of Board of Directors, appointed by Governor of the State of Washington, June 2006
- Washington State Bar Association, Member of Legislative Committee, appointed by Washington State Bar Association Board of Governors, June 2006
- Washington Policy Center, Member of Eastern Washington Advisory Board, appointed by Board of Directors, June 2005