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BELLA LUSARDI

309 Manor Road, Apt. 17A, Denville, NJ 07001

E-MAIL: bella@optonline.net

(973) 402-9876

SUMMARY:        

I am a CPA with public accounting and manufacturing industry experience.  I have experience preparing consolidated federal corporate income tax returns, multi-state corporate income tax returns, multi-tiered partnership income returns and individual income tax returns for high net-worth individuals.  In addition, I have experience preparing the current and deferred tax provisions (ASC 740 formerly SFAS 109) involving business combinations (ASC 805 formerly SFAS 141R), equity based compensation (ASC 718 formerly SFAS 123R) and foreign subsidiaries.  I also have experience establishing and maintaining the SOX 404 requirements, regarding the tax provision, and preparing the FIN 48 reserve.

EDUCATION & CERTIFICATION:               

Pace University, Pleasantville, New York

Bachelor of Business Administration – Public Accounting

Overall GPA 3.5

Certified Public Accountant in New Jersey and New York

COMPUTER SKILLS:      

Microsoft Word, Excel, RIA GoSystem Tax RS, ONESOURCE Income Tax, ProSystem fx, BNA Corporate Tax Audit Analyzer, CCH IntelliConnect, RIA Checkpoint, LexisNexis and Westlaw

EXPERIENCE:

Tax Technology Manager, KPMG, Montvale, NJ                                                                                                                            2010 to 2012

·         Team Lead/Subject Matter Expert on a team of 15 on a combined international project.  Designed, and assisted in the development of, a combined international 8865-8858 web based tax compliance program used to prepare foreign partnership returns (i.e. Form 8865) and lower-tier foreign disregarded entity returns (i.e. Form 8858) for multi-tiered structures.  The program captures lower tier UBTI and state apportionment data as well. The said program is utilized by the KPMG tax department and interfaces with GoRS tax compliance software.

·         Assisted in the development of a Section 987 FX gain/(loss) on remittance software program regarding distributions from foreign qualified business units (QBUs).

·          Provided technical support, to the KPMG tax department, for the firm’s in-house 5471 and 8926 tax compliance programs.  The said programs are used to prepare the 5471 returns and Form 8926 (i.e. Sec. 163(j) Disallowed Disqualified Corporate Interest Expense) respectively.  The said programs are utilized by the KPMG tax department and interface with the GoRS tax compliance software.

·         Provided technical support, to the KPMG tax department, for the ONESOURCE tax provision software.

·         Performed the necessary tax research, using the CCH IntelliConnect and RIA CheckPoint web sites, needed to develop, and support, the combined international 8865-8858, 987, 5471 and 8926 in-house tax compliance programs.

                                       

Tax Consultant, Jefferson Wells International, New York, NY                                                                                      2010 to 2010

·         Prepared multi-tiered partnership income returns using RIA GoSystem Tax RS tax compliance software.

·         Identified a Sec. 751(b) issue, regarding a cash liquidation distribution to a partner, which saved our client $2.7 million in taxes.

·         Prepared multi-tiered partnership income returns involving: allocation of recourse liabilities, allocation of non-recourse liabilities, allocation of non-recourse deductions, minimum gain charge-backs, Sec. 751(a) computations regarding sale of partnership interests, Sec. 751(b) computations regarding disproportionate distributions, and profit and loss allocations involving substantial economic effect analysis (i.e. Reg. 1.704-1(b)(2)).

·         Prepared multi-tiered partnership income returns involving: Sec. 704(c) pre-contribution gain and loss allocations, Sec. 754 optional basis adjustment elections regarding transfers of partnership interests (Sec. 743) and distributions of property (Sec. 734), and allocation of income for the year of change in a partnership interest (Reg. 1.706-1(c)(2)(ii)).

·         Prepared multi-tiered partnership income returns involving foreign partnership income tax returns (Form 8865) and foreign disregarded entity returns (Form 8858).

·         Prepared multi-tiered partnership income returns involving foreign currency translation adjustments for the foreign subsidiaries’ balance sheets and income statements.

Tax Manager, United Water, Inc., Harrington Park, NJ                                                                                                 2007 to 2009

·         Prepared federal and state corporate income tax returns using InSource RS Income Tax compliance software.

·         Prepared quarterly current and deferred tax provisions (SFAS 109), for assigned business units, involving business combinations (SFAS141) and equity based compensation (SFAS 123R).

·         Prepared quarterly current and deferred tax provisions in accordance with IAS 12, involving business combinations (IFRS 3) and equity based compensation (IFRS 2), for the IFRS based financial statements.

·         Prepared quarterly current and deferred tax provisions (SFAS 109), for assigned regulated business units, involving normalization of income tax expense regarding depreciation and ITC, calculation of deferred tax liabilities for respective regulated asset account balances, and calculation of deferred tax assets for respective regulated liability account balances.

·         Began implementation of FIN 48 which was delayed due to FSP FIN 48-3.

·         Implemented SFAS 123R for the company’s various equity based compensation plans and provided guidance on the proper tax compliance, for the said plans, generating $4 million in tax savings.

·         Performed tax due diligence, for a $250 million acquisition, and identified a material tax issue which avoided our company from inheriting a $15 million tax liability.

·         Generated over $30 million in tax savings via my tax planning involving tax-free reorganizations, Sec. 382 limitations, SRLY limitations and case law analysis.

·         Performed an E&P study, regarding a $20 million distribution to our foreign parent company, and determined the distribution was tax-free since there was no current or accumulated E&P.

·         Corrected prior years’ E&P calculations and obtained a $1.2 million refund of excess federal income taxes withheld, on prior years’ distributions to our foreign parent company, via 1120-F filings.

·         Prepared Forms 1042-S, 1042-T and 1042 regarding a $20 million distribution to our foreign parent company.

·         Prepared the purchase accounting, including the tax accounting (SFAS 109/IAS 12), for a $250 million acquisition in accordance with SFAS 141 and IFRS 3.

·         Wrote a position paper on the proper revenue recognition method, for a newly acquired $250 million company, for GAAP, IFRS and tax compliance purposes.

Internal Revenue Agent - LMSB Division, Internal Revenue Service, Paterson, NJ                                                               2003 to 2006

·         Performed audits of corporate income tax returns, for large corporations, involving:

·         Tax-free Reorganizations.

·         Consolidated returns.

·         SRLY and section 382 NOL limitations.

·         Section 384 limitations on use of pre-acquisition losses to off-set built-in gains.

·         Analysis of Case Law (“Origin-of-Claim” Doctrine; “Business Purpose” Doctrine; Constructive Dividend).

·         Obtained a $72.5 million tax settlement, in favor of the IRS, regarding a tax-free reorganization.

·         Performed audit of a partnership return involving a disguised sale (Reg. 1.707-3)

·         Performed tax research utilizing the CCH Tax Research Network, LexisNexis and Westlaw web sites.

·         Prepared Revenue Agent Reports (RAR) using BNA Corporate Tax Audit Analyzer software.

Tax Manager, Cap Gemini Ernst & Young, Morristown, NJ                                                                                                         2001 to 2003

·         Prepared the current and deferred tax provisions (SFAS 109), involving foreign subsidiaries, for the corporate owners’ financial statements.

·         Established the tax compliance procedures for a newly acquired $4.1 billion entity.

·         Prepared a federal partnership return, for a limited liability company, involving:

·         Controlled Foreign Corporations (Form 5471)

·         Foreign Partnerships (Form 8865)

·         Foreign Disregarded Entities.

·         Determined state tax nexus and prepared state corporate and partnership returns, for approximately 46 states, using ProSystem fx computer software.

·         Prepared a Canadian branch corporate income tax return regarding projects being conducted in Canada.

·         Performed tax research using the CCH Tax Research Network web site.

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