Susan F. Klein

Susan Klein focuses her practice on tax matters relating to private international transactions, including mergers, acquisitions and dispositions of businesses, entity formations, venture capital, financial services taxation, tax controversies, and counseling with respect to complex real estate transactions. She has extensive experience advising individuals and companies with respect to their investments and business operations in Canada, Western Europe, and Israel.

Susan also represents foreign nationals and corporations in connection with U.S. investments, licensing operations, acquisitions, joint venture participations, and estate planning, and individuals and businesses in connection with foreign investments and operations. She represents multinational groups (including foreign financial institutions) in connection with compliance with their obligations under the Foreign Account Tax Compliance Act (FATCA), counsels domestic and international businesses on transfer pricing issues, and participates in structuring of and tax planning with respect to the operations of offshore hedge funds.

Among her other engagements, Susan has advised in regard to a significant number of workouts on behalf of a US$4 BN real estate advisory group in New York, including complex tax planning related to the restructuring of secured debt, has served as tax advisor for the private syndication of university housing, hotels and office buildings across Canada, Colombia, and Chile, and the restructuring of a U.S. group, parented by a Canadian corporation and, separately, a multinational group, parented by an EU based company.

Susan has written and lectured extensively on matters pertaining to taxation and international private transactions. She is a past author of a bi-monthly Leading Practitioner Commentary for Tax Management International Journal. She has presented papers before the American Bar Association, the Canadian Tax Foundation, the International Bar Association, the International Fiscal Association, the New York University Tax Institute, the American Institute of Certified Public Accountants, the George Washington University/IRS Institute on International Taxation, and the Practicing Law Institute.

In addition to private practice, Susan has held full-time faculty positions at Emory University School of Law and Boston University School of Law, where she taught taxation and international law.